Conseiller ou conseillère, Finances personnelles

Desjardins • Montreal, QC

2d • Onsite

About The Position

As a personal advisor, you help serve, prospect for, solicit, and develop and maintain business relationships with members and clients. You provide service tailored to client needs in accordance with current strategies and practices. You actively help develop and maintain business relationships with clients. You drive results by reviewing complex requests and promoting and selling specialized products and services that meet client needs. You balance sales objectives, sound and prudent risk management, profitability and member/client satisfaction. You work with clients who have development potential for your sector. You analyze member/client needs, help develop and implement personalized solutions, and propose integrated service offers. You advise and assist current and potential members and clients. You represent Desjardins and enter the organization into agreements with clients. You also have opportunities to establish and negotiate product and service terms in accordance with current standards and procedures. Interpersonal savvy is therefore essential. More specifically, you will be required to: Establish an advisory relationship by identifying current and potential needs and supporting client retention Set goals and advise members and clients on the best solutions and strategies Analyze and meet complex client needs, handle requests and follow up as needed Collect, compile and analyze data. Prepare reports and recommendations Oversee portfolios. Assess customer satisfaction and service quality, follow up and make improvements as needed Monitor the industry to stay on top of the latest trends, opportunities and best practices in your field.

Requirements

• College diploma in a related field
• A minimum of three years of relevant experience
• Mutual fund representative certificate – Autorité des marchés financiers
• Knowledge of French is required
• Advanced proficiency of English due to the nature of the duties or work tools or because the position involves interactions with English-speaking partners, members and/or clients
• Available for travel within the West Montreal area, up to 60 km from your place of residence.
• Available to work one evening per week

Nice To Haves

• Other combinations of qualifications and relevant experience may be considered

Responsibilities

• Establish an advisory relationship by identifying current and potential needs and supporting client retention
• Set goals and advise members and clients on the best solutions and strategies
• Analyze and meet complex client needs, handle requests and follow up as needed
• Collect, compile and analyze data.
• Prepare reports and recommendations
• Oversee portfolios.
• Assess customer satisfaction and service quality, follow up and make improvements as needed
• Monitor the industry to stay on top of the latest trends, opportunities and best practices in your field.

Benefits

• Competitive salary and annual bonus
• 4 weeks of flexible vacation starting in the first year
• Defined benefit pension plan that provides predictable, stable income throughout retirement
• Group insurance including telemedicine
• Reimbursement of health and wellness expenses and telework equipment

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Associate degree