Hybrid Personal Finance Advisor

Posted 4 weeks ago

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About the role

  • Personal Finance Advisor serving and developing business relationships with clients at Desjardins. Providing tailored financial services and solutions while ensuring client satisfaction and service quality.

Responsibilities

  • Help serve, prospect for, solicit, and develop and maintain business relationships with members and clients.
  • Provide service tailored to client needs in accordance with current strategies and practices.
  • Drive results by reviewing special requests and promoting specialized products and services.
  • Ensure member/client satisfaction and service quality in accordance with organization’s standards.
  • Analyze member/client needs, develop and implement personalized solutions, propose integrated service offers.
  • Support current and potential members and clients, represent the organization, and negotiate agreements.

Requirements

  • College diploma in a related field
  • A minimum of two years of relevant experience
  • Knowledge of French is required
  • Advanced knowledge of English
  • Advanced knowledge in a third language (Arabic, Russian, Creole, Portuguese, or Mandarin)
  • Available for frequent travel in the Eastern Quebec regions
  • Must have a valid driver's licence and access to a vehicle
  • Available to work from Monday to Friday, including evenings and weekends, at representation events.

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 of health and wellness expenses and telework equipment

Job title

Personal Finance Advisor

Job type

Experience level

JuniorMid level

Salary

Not specified

Degree requirement

Associate's Degree

Location requirements

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