Personal Finance Advisor

Job title: Personal Finance Advisor

Company: Desjardins

Job description: 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-06

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 help develop and maintain business relationships with members and clients. You drive results by reviewing special requests and promoting and selling specialized products and services that meet client needs. You ensure member/client satisfaction and service quality in accordance with the organization’s standards and procedures.

You help analyze member/client needs, develop and implement personalized solutions, and propose integrated service offers.

You support current and potential members and clients, represent the organization and help negotiate agreements with clients. Interpersonal savvy is therefore essential.

General Information on the Position

Other working condition

Number of jobs available: 2

Qualifications

College diploma in a related field

A minimum of 2 years of relevant experience

Please note that other combinations 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 Desjardins du Coeur des Hautes-Laurentides

Trade Union CAISSE DU CŒUR DES HAUTES-LAURENTIDES (T: 30117)

Unposting Date 2021-03-9

Job Family Member/client sales and service (FG)

Expected salary:

Location: Mont-Laurier, QC

Job date: Fri, 19 Feb 2021 23:49:23 GMT