Hirejobs Canada
Register
Auckland Jobs
Canterbury Jobs
Northland Jobs
Otago Jobs
Southland Jobs
Tasman Jobs
Wellington Jobs
West Coast Jobs
Oil & Gas Jobs
Banking Jobs
Construction Jobs
Top Management Jobs
IT - Software Jobs
Medical Healthcare Jobs
Purchase / Logistics Jobs
Sales
Ajax Jobs
Designing Jobs
ASP .NET Jobs
Java Jobs
MySQL Jobs
Sap hr Jobs
Software Testing Jobs
Html Jobs
IT Jobs
Logistics Jobs
Customer Service Jobs
Airport Jobs
Banking Jobs
Driver Jobs
Part Time Jobs
Civil Engineering Jobs
Accountant Jobs
Safety Officer Jobs
Nursing Jobs
Civil Engineering Jobs
Hospitality Jobs
Part Time Jobs
Security Jobs
Finance Jobs
Marketing Jobs
Shipping Jobs
Real Estate Jobs
Telecom Jobs

Personal finance advisor - Jobs in Salaberry-de-Valleyfield, QC

Desjardins
Job LocationSalaberry-de-Valleyfield, QC
EducationNot Mentioned
SalaryNot Disclosed
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypeFull Time

Job Description

Desjardins values diversity and equity in the workforce and is committed to meeting the needs of people with disabilities by adapting the recruitment process, as needed.Job LevelNV-06As a personal finance advisor, you’re responsible for developing and maintaining lasting and trusting business relationships with members and clients, to ensure they’re satisfied.Your role is to listen to members’ and clients’ needs, offer them advice that fits their financial situation and help them choose appropriate solutions to meet their financial goals. You work closely with a client base consisting of young people and individual members. Interpersonal savvy is therefore essential.You drive results by recommending investments, loans and insurance products. You serve as a financing expert advisor and resource person for the caisse. You use your expertise to balance member/client satisfaction, business objectives, profitability and sound and prudent risk management.You work with various partners and experts to design integrated strategies that meet the needs of members and clients.General Information on the PositionMain responsibilities

  • Advise members and clients on the best strategies and work with them to identify expected results.
  • Manage business relationships, assess member/client satisfaction and service quality, follow up and identify areas for improvement.
  • Stay up-to-date on the financial services industry, market trends and best practices in your field.
  • Participate in outreach activities and represent the caisse in the community.
Other working condition
  • Number of jobs available : 1
Qualifications
  • College diploma in a related field
  • A minimum of 2 years of relevant experience
Please note that other combinations of qualifications and relevant experience may be considered
  • For vacant positions available in Quebec, please note that knowledge of French is required
Specific knowledge
  • Knowledge of current financial, economic, political and legislative events.
  • Knowledge of all products and services aimed at caisse members and those offered by Desjardins Business Centres, Desjardins components and distribution networks, and those offered by competitors.
  • Knowledge of the integration of financial data into computer systems.
  • Knowledge of debt management.
  • Knowledge of compliance with legislation respecting the distribution of financial products and services.
  • Understanding of the philosophy and fundamentals of financial services cooperatives.
  • Knowledge of policies, legislation and standards related to products and services offered by the caisse.
  • Knowledge of operating procedures pertaining to investment and financing activities Desjardins business processes.
  • Knowledge of service standards.
  • Knowledge of the techniques used to assess and monitor individual financing applications.
Desjardins Cross-sector skillsAction oriented, Customer Focus, Differences, Nimble learningKey competencies for the jobDrive results, Interpersonal SavvyWork LocationCaisse Desjardins de Salaberry-de-ValleyfieldTrade UnionUnposting Date2022-06-17Job FamilyMember/client sales and service (FG)Desjardins Group is the largest cooperative financial group in Canada, and one of the largest employers in the country. It offers a full range of financial products and services and is home to a wealth of expertise in property and casualty insurance, life and health insurance, wealth management, services for businesses of all sizes, securities brokerage, asset management, venture capital, and secure, leading-edge virtual access methods.Quick Apply
  • Terms & Conditions
  • New Privacy
  • Privacy Center
  • Accessibility
For Job Seekers
  • Browse Jobs
  • Advanced Job Search
  • Emplois Quebec
For Employers
  • Post a Job
Stay Connected

APPLY NOW

Personal finance advisor Related Jobs

© 2021 HireJobsCanada All Rights Reserved