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.
About the role
- Personal Finance Advisor developing relationships with clients to advise on financial strategies. Managing client satisfaction and staying informed on market trends.
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
Requirements
- Bachelor's degree in a related field
- A minimum of one year of relevant experience
- 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
- Action oriented, Customer Focus, Differences, Drive results, Interpersonal Savvy, Nimble learning
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
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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