Personal Finance Advisor

Desjardins • North Glengarry, ON

5d • Onsite

About The Position

This is a temporary position for 5 months. As a personal finance advisor, you are responsible for developing and maintaining lasting and trusting business relationships with members and clients, ensuring their satisfaction. Your role involves listening to members' and clients' needs, offering advice tailored to their financial situation, and helping them choose appropriate solutions to meet their financial goals. You will work closely with a client base consisting of young people and individual members, making interpersonal savvy essential. You will drive results by recommending investments, loans, and insurance products. You will serve as a financing expert advisor and resource person for the caisse, using your expertise to balance member/client satisfaction, business objectives, profitability, and sound risk management. You will collaborate with various partners and experts to design integrated strategies that meet the needs of members and clients.

Requirements

• College diploma in a related field
• A minimum of two years of relevant experience
• Mutual fund representative certificate from the Ontario Securities Commission
• 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

Nice To Haves

• Other combinations of qualifications and relevant experience may be considered

Responsibilities

• Advise members and clients on the best strategies and work with them to identify expected results.
• Manage business relationships, assess member/client satisfaction and service quality, follow up and identify areas for improvement.
• Stay up-to-date on the financial services industry, market trends and best practices in your field.
• Participate in outreach activities and represent the caisse in the community.

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