Personal Finance Advisor

September 16, 2020

(Work place: Trois-Rivières)

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-07The person in this position participates in prospecting, soliciting, developing and maintaining business relationships with clients with savings of 150,000 dollars or more. The incumbent is assigned to overseeing the financing of said clients. He/she promotes and sells products and services and stimulates business growth. The incumbent represents, engages, and negotiates on behalf of the caisse in agreements that have a significant impact on the caisse. Serving as an expert in financing, he/she is responsible for supporting the caisse's advisory sales team. The incumbent ensures the transversality of financing and authorizes caisse credit in accordance with established rules. He/she ensures consistency and balance between sales objectives, sound and prudent risk management, portfolio profitability and client, member and partner satisfaction.

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 combinations of qualifications and relevant experience may be considered

Other working condition

  • Number of job available : 1

Qualifications

  • Bachelor’s degree in a related field

  • A minimum of one year of relevant experience

Please note that other combinaisons of qualifications and relevant experience may be considered

  • Be a licensed mutual fund representative

  • For vacant positions available in Quebec, please note that knowledge of French is required

Specific knowledge

  • Knowledge of current financial, economic, political and legislative events

  • Knowledge of analysis of individual markets, business leaders, and the caisse's external environment (e.g. clients, market trends and competitors)

  • Knowledge of tax, financial and succession issues for individuals and business owners

  • Knowledge of 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

  • Knowledge of debt management

  • Knowledge of compliance with legislation respecting the distribution of financial products and services

  • Understanding of the philosophy and fundamentals of financial services cooperatives

  • Knowledge of policies, legislation and standards related to products and services offered by the caisse Desjardins business processes

  • Knowledge of service standards

  • Knowledge of techniques used to assess and monitor individual financing applications

Desjardins Cross-sector skills

Action oriented, Collaborates, Customer Focus, Innovation

Key competencies for the job

Action oriented, Collaborates, Customer Focus, Drive results, Innovation, Interpersonal Savvy

Work Location

Caisse Desjardins des Trois-Rivières

Trade Union

Non Syndiqué

Unposting Date

2020-09-29

Job Family

Member/client sales and service (FG)

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