Personal Finance Advisor – Rimouski (Hybrid)
DesjardinsBuild member relationships and recommend financing, loan and insurance solutions as a Desjardins Personal Finance Advisor. This hybrid position is based in Rimouski, Canada.
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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, Assigned Clients — Rimouski
Advise Desjardins members and clients on financial goals, financing, credit, loans, and insurance. This full-time hybrid role is based in Rimouski.
Description
- Build lasting, trusted relationships with members and clients.
- Understand their needs and provide advice tailored to their financial circumstances.
- Help members and clients select solutions that support their financial goals.
- Develop financing solutions for affluent individuals and businesses.
- Recommend loan and insurance products.
- Act as a financing specialist and trusted resource.
- Use cross-sector financing strategies and authorize credit within established guidelines.
- Balance member and client satisfaction with business goals, profitability, and prudent risk management.
- Collaborate with partners and specialists to develop integrated strategies.
- Advise members and clients on suitable strategies and expected outcomes.
- Manage business relationships, evaluate satisfaction and service quality, follow up, and identify opportunities to improve.
- Keep up with developments in financial services, market trends, and best practices.
- Take part in community outreach and represent the caisse.
Requirements
- A 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.
- Action oriented.
- Customer focused.
- Values differences.
- Drives results.
- Interpersonally savvy.
- Learns nimbly.
Benefits
- Competitive salary and annual bonus.
- Four weeks of flexible vacation from 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.
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