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 – Desjardins
Advise Desjardins members on investments, financing and insurance solutions tailored to their financial goals. Build trusted client relationships and develop integrated strategies with internal experts.
Description
- Build lasting, trusted relationships with members and clients.
- Understand their needs and provide advice suited to their financial circumstances.
- Guide them toward solutions that support their financial goals.
- Recommend investment, loan and insurance products.
- Act as the caisse’s financing specialist and a resource for colleagues.
- Balance client satisfaction and business goals with profitability and prudent risk management.
- Collaborate with partners and specialists to develop integrated strategies.
- Advise clients on financial strategies and clarify their expected outcomes.
- Manage client relationships and evaluate satisfaction and service quality.
- Follow up with clients and identify opportunities to improve service.
- Keep current with financial services, market developments and industry practices.
- Take part in community outreach and represent the caisse locally.
Requirements
- A college diploma in a related field.
- At least two years of relevant experience.
- Other combinations of education and relevant experience may be considered.
- Mutual fund representative certificate from the Autorité des marchés financiers.
- French proficiency is required.
- Ability to drive results.
- Strong interpersonal skills.
Benefits
- Competitive salary and annual bonus.
- Four weeks of flexible vacation starting in the first year.
- Defined benefit pension plan providing predictable retirement income.
- Group insurance, including telemedicine.
- Reimbursement for health and wellness expenses and telework equipment.
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