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 – Rimouski (Hybrid)
Build member relationships and recommend financing, loan and insurance solutions as a Desjardins Personal Finance Advisor. This hybrid position is based in Rimouski, Canada.
Description
- Build lasting, trusted relationships with members and clients.
- Understand their needs and offer advice suited to their financial circumstances.
- Help members and clients select solutions aligned with their financial goals.
- Develop financing solutions for affluent individuals and businesses.
- Recommend loan and insurance products.
- Act as a financing expert and resource for members and clients.
- Use strategies that connect financing across sectors.
- Approve credit within established guidelines.
- Balance client satisfaction and business goals with profitability and prudent risk management.
- Partner with specialists to develop integrated strategies.
- Recommend suitable strategies and explain their expected outcomes.
- Manage business relationships and evaluate satisfaction and service quality.
- Follow up with clients and identify opportunities to improve.
- Keep current with financial services trends and practices.
- Take part in community outreach and represent the caisse.
Requirements
- Bachelor’s degree in a related field.
- At least one year of relevant experience.
- Equivalent combinations of qualifications and relevant experience may be considered.
- Mutual fund representative certificate issued by the Autorité des marchés financiers.
- French proficiency is required.
- Action oriented.
- Customer focused.
- Appreciates differences.
- Drives results.
- Strong interpersonal skills.
- Learns nimbly.
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.
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