Personal Finance Advisor (Rouyn-Noranda)

Responsibilities As a personal finance advisor, you’re responsible for developing and maintaining lasting and trusting business relationships with members and clients, ensuring they’re satisfied. You listen to members’ and clients’ needs and offer tailored advice that fits their financial situation, helping them choose appropriate solutions to meet their financial goals.

Advise members and clients on 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

Benefits

Market-competitive salary and annual bonus

4 weeks of flexible vacation starting in the first year

Defined benefit pension plan that provides predictable, stable income throughout retirement

Group insurance including telemedicine

Reimbursement of health and wellness expenses and telework equipment

Benefits apply based on eligibility criteria

Qualifications

Bachelors degree in a related field

A minimum of one year of relevant experience (other combinations of qualifications and relevant experience may be considered)

Mutual fund representative certificate – Autorité des marchés financiers

Knowledge of French is required

Knowledge of current financial, economic, political and legislative events

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

Debt management

Notions of compliance with legislation respecting the distribution of financial products and services

Understanding of the philosophy and fundamentals of financial services cooperatives

Policies, legislation and standards related to products and services offered by the caisse

Desjardins business processes

Service standards

Techniques used to assess and monitor individual financing applications

About the Employer At Desjardins, we believe in equity, diversity, and inclusion. Were committed to welcoming, respecting, and valuing people for who they are, learning from their differences, embracing their uniqueness, and providing a positive workplace for all. We have zero tolerance for discrimination of any kind, and our teams reflect the diversity of the members, clients, and communities we serve.

If there’s something we can do to help make the recruitment process or the job you’re applying for more accessible, let us know. We can provide accommodations at any stage in the recruitment process.

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