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

The person in this position is responsible for prospecting, soliciting, developing and maintaining business relationships with a clientele composed mainly of individual members and businesses with savings of 25,000 dollars to 50,000 dollars or mortgage financing. He/she promotes and sells products and services and stimulates business growth. As needed, the incumbent is assigned to overseeing financing for individual members served by the caisse or partners. The incumbent represents, engages, and negotiates on behalf of the caisse in agreements that have moderate impact on the caisse. He/she ensures consistency and balance between sales objectives, sound and prudent risk management, portfolio profitability and client, member and partner satisfaction.

General Information on the Position

Other working condition

• Number of job available : 1

Qualifications

• College diploma in a relevant field
• Two 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 de Granby-Haute-Yamaska

Trade Union Non Syndiqué

Unposting Date 2021-03-25

Job Family Member/client sales and service (FG)

Expected salary:

Location: Granby, QC

Job date: Sat, 13 Mar 2021 00:42:12 GMT