Personal Finance Advisor

Job Description

Personal Finance Advisor page is loadedPersonal Finance AdvisorlocationsAlexandria time typeFull time posted onPosted Today job requisition idR2206297 Desjardins Group is the largest cooperative financial group in Canada, and one of the largest employers in the country. It offers a full range of financial products and services and is home to a wealth of expertise in property and casualty insurance, life and health insurance, wealth management, services for businesses of all sizes, securities brokerage, asset management, venture capital, and secure, leading-edge virtual access methods.Job LevelNV-07As a personal finance advisor, you?re responsible for developing and maintaining lasting and trusting business relationships with members and clients, to ensure they?re satisfied. Your role is to listen to members? and clients? needs, offer them advice that fits their financial situation and help them choose appropriate solutions to meet their financial goals. You work closely with a client base consisting mainly of individual members and businesses. Interpersonal savvy is therefore essential. You drive results by recommending investments, loans and insurance products. You use your expertise to balance member/client satisfaction, business objectives, profitability and sound and prudent risk management. You work with various partners and experts to design integrated strategies that meet the needs of members and clients.General Information on the PositionCaisse Desjardins Ontario Credit Union Inc. serves 134,000 active members, primarily in the personal, commercial, real estate and agricultural sectors, from 49 branches with close to 740 employees. Its business volume exceeds $18.4 billion, with assets of more than $9.7 billion, including more than $5.1 billion in individual loans and more than $3.5 billion in business loans. The caisse?s balance sheet savings total is more than $5.9 billion.Main 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 communityOther working conditions* Workplace: Currently regular telework because of the pandemic. The work arrangement for the position is hybrid work.#LI-Hybrid* Number of jobs available : 1Qualifications* Bachelors degree in a related field * A minimum of 1 year of relevant experience Please note that other combinaisons of qualifications and relevant experience may be considered * Hold a mutual fund representative certificate from the Ontario Securities Commission * For vacant positions available in Ontario, please note that knowledge of French is requiredSpecific knowledge* 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 * Strong communication skills in both French and English, both oral and writtenDesjardins Cross-sector skillsAction oriented, Customer Focus, Differences, Nimble learningKey competencies for the jobDrive results, Interpersonal SavvyWork LocationCaisse Desjardins Ontario_Alexandria (MT)Trade UnionNon Syndiqu‚Unposting Date2022-05-3Job FamilyMember/client sales and service (FG) Desjardins Group is not only North America?s strongest financial institution, it has also been recognized as a Best Employer in Canada for several years now. Its 47,000 employees and 5,000 officers contribute to maintaining its leading position in online and mobile banking services. Desjardins Group is a corporate citizen that puts people first! For vacant positions available in Quebec, please note that knowledge of French is required. Desjardins values diversity and equity in the workforce and is committed to meeting the needs of people with disabilities by adapting the recruitment process, as needed.

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