Hybrid Personal Finance Advisor

Posted 3 weeks ago

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About the role

  • Advise members and clients on optimal strategies and work with them to define expected outcomes
  • Manage business relationships, evaluate member/client satisfaction and service quality, follow up and identify opportunities for improvement
  • Stay current with the financial services industry, market trends and professional best practices
  • Participate in outreach activities and represent the caisse in the community

Requirements

  • College diploma in a related field
  • Minimum of two years of relevant experience
  • Mutual Fund Representative certificate — Autorité des marchés financiers
  • Proficiency in French required
  • Knowledge of current financial, economic, political and legislative developments
  • Familiarity with all products and services aimed at caisse members and those offered by Desjardins Business Centres, Desjardins components and distribution networks, and products offered by competitors
  • Experience integrating financial data into computer systems
  • Knowledge of debt management
  • Knowledge of compliance with legislation governing 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 and Desjardins business processes
  • Knowledge of service standards
  • Familiarity with techniques used to assess and monitor individual financing applications

Benefits

  • Competitive salary and annual bonus
  • Four 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

No Education Requirement

Location requirements

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