Personal Finance Advisor, Assigned Clients — Rimouski
DesjardinsAdvise Desjardins members and clients on financial goals, financing, credit, loans, and insurance. This full-time hybrid role is based in Rimouski.
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Desjardins is a North American financial cooperative serving individuals, businesses, and communities across Canada. Its offerings span personal and business banking, credit cards, mortgages, loans, savings and investments, and auto and home insurance. The organization combines financial and insurance services with a cooperative model that gives members a role in decision-making, while emphasizing responsible investment, local economic support, community involvement, and youth development.
Personal Finance Advisor
Advise Desjardins members and clients in Montréal on investments, lending, insurance, and financial strategies. Build trusted relationships through a hybrid role that also includes community outreach.
Description
- Build lasting, trusted relationships with members and clients.
- Understand their needs and offer advice tailored to their financial circumstances.
- Help members and clients select solutions that support their financial goals.
- Recommend investment, loan, and insurance products.
- Balance client satisfaction and business goals with profitability and prudent risk management.
- Partner with specialists to develop integrated financial strategies.
- Explain recommended strategies and their expected outcomes to members and clients.
- Manage business relationships and evaluate satisfaction and service quality.
- Follow up with members and clients and identify opportunities to improve.
- Keep current with financial services developments, market trends, and best practices.
- Take part in outreach and represent the caisse in the community.
Requirements
- Bachelor's degree in a related field
- At least one year of relevant experience
- Other combinations of qualifications and relevant experience may be considered
- Mutual fund representative certificate from the Autorité des marchés financiers
- Knowledge of French is required
- Available to work one evening per week
- Action oriented
- Customer Focus
- Differences
- Drive results
- Interpersonal Savvy
- Nimble learning
Benefits
- Competitive salary and annual bonus
- Four weeks of flexible vacation starting in the first year
- Defined benefit pension plan providing predictable, stable retirement income
- Group insurance, including telemedicine
- Reimbursement for health and wellness expenses and telework equipment
- Accommodations at any stage of the recruitment process
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