Personal Finance Advisor

November 13, 2019

(Work place: Gatineau)

Desjardins Group is the largest cooperative financial group in Canada, and one of the largest employers in the country. It offers a full range of financial products and services and is home to a wealth of expertise in property and casualty insurance, life and health insurance, wealth management, services for businesses of all sizes, securities brokerage, asset management, venture capital, and secure, leading-edge virtual access methods.

Job Level

NV-06As a personal finance advisor, you’re responsible for developing and maintaining lasting and trusting business relationships with members and clients, to ensure they’re satisfied.Your role is to listen to members’ and clients’ needs, offer them advice that fits their financial situation and help them choose appropriate solutions to meet their financial goals. You work closely with a client base consisting mainly of individual members. Interpersonal savvy is therefore essential.You drive results by recommending investments, loans and insurance products. You use your expertise to balance member/client satisfaction, business objectives, profitability and sound and prudent risk management. You work with various partners and experts to design integrated strategies that meet the needs of members and clients.

Caisse Desjardins de Gatineau is a financial cooperative with deep roots in the community, going back more than 75 years. The caisse serves more than 53,000 members, who are also its co-owners. The caisse is one of the largest financial institutions in the Outaouais region, serving individuals, businesses and institutions. With more than $1.9 billion in assets and $3.7 billion in business under management, Caisse Desjardins de Gatineau is one of the region’s strongest economic drivers. The caisse supports local prosperity by educating and supporting members and by serving as a financial partner for a large number of businesses of all sizes. The caisse has 160 employees working out of 3 service centres. . 

Main 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

Other working condition

  • Number of job available : 1

Qualifications

  • College diploma in a related field
  • A minimum of two years of relevant experience
  • Bachelor's degree in Business Administration or related field (an asset)

Please note that other combinaisons of qualifications and relevant experience may be considered. •     For example, experience in sales consulting or business development in any industry may be considered relevant experience.

  • Hold a Mutual fund representative certificate – Autorité des marchés financiers
  • For vacant positions available in Quebec, please note that knowledge of French is required

Specific knowledge

  • Proficient in advanced English and French (an asset)
  • Knowledge of current financial, economic, political and legislative events
  • All products and services aimed at caisse members and those offered by Desjardins Business Centres, Desjardins components and distribution networks, and those offered by competitors
  • Debt management
  • Notions of compliance with legislation respecting the distribution of financial products and services
  • Understanding of the philosophy and fundamentals of financial services cooperatives
  • Policies, legislation and standards related to products and services offered by the caisse
  • Desjardins business processes
  • Service standards
  • Techniques used to assess and monitor individual financing applications

Desjardins Cross-sector skills

Accountability, Collaborates, Customer Focus, Innovation

Key competencies for the job

Drive results, Interpersonal Savvy

Work Location

Caisse populaire Desjardins de Gatineau

Trade Union

Non Syndiqué

Unposting Date

2019-11-27

Job Family

Member/client sales and service (FG)

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