Personal Finance Advisor

November 19, 2020

(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.

A financial cooperative with deep roots in the community for over 75 years, Caisse Desjardins de Gatineau has more than 58,000 members who are also co-owners of the organization. The number of individual, corporate and institutional clients makes it one of the largest financial institutions in the Outaouais region. With more than $2 billion in assets and $4,1 billion in business volume under management, Caisse Desjardins de Gatineau is one of the most powerful economic drivers in the region. It generates wealth by educating and guiding its members, and by serving as the financial partner of a significant number of businesses of all sizes. Its market is recognized for its development potential. The caisse has 160 employees working in 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 a related field

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

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

Desjardins Cross-sector skills

Action oriented, 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

2020-12-2

Job Family

Member/client sales and service (FG)

Show More Jobs

Jobs Alert