Personal Finance Advisor developing relationships with clients to advise on financial strategies. Managing client satisfaction and staying informed on market trends.
About the role
- Client financial services agent assisting member needs via personalized support and service. Promote investment and financing products while ensuring client satisfaction and business relationship management.
Responsibilities
- Handle client requests
- Perform tasks and research as needed, and recommend appropriate solutions
- Assist colleagues with managing their schedules and emails
- Be attentive to the needs of members and clients and recommend solutions that meet their needs and expectations
- Help members and clients choose and maximize their tools and channels according to their desired level of independence and automation
- Identify business opportunities and participate in sales development initiatives
Requirements
- Attestation of Collegial Studies (DEC) or equivalent college diploma
- A minimum of three years of relevant experience
- Mutual Fund Representative Certificate – Autorité des marchés financiers (AMF)
- Proficiency in French is required
- Understanding of financial documents used in asset management
- Knowledge of all products and services aimed at caisse members and those offered by Desjardins business centres, components and distribution networks, as well as those of competitors
- Knowledge of integrating financial data into systems and processes
- Knowledge of compliance with An Act respecting the distribution of financial products and services
- Understanding of the philosophy and fundamentals of financial services cooperatives
- Knowledge of operating procedures related to investment and financing activities
- Knowledge of procedures for convenience products and services, and automated and assisted transactions
- Knowledge of procedures related to account opening, selling additional products and services, and Accord D financing
- Knowledge of Desjardins business processes (e.g., sales, solicitation and negotiation)
- Knowledge of service standards
Benefits
- 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 for health and wellness expenses and telework equipment
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
PESSOA ANALISTA PLANEJAMENTO FINANCEIRO PLENO na YDUQS, com ênfase em análises financeiras e orçamentárias.
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