Personal Finance Advisor Job at Desjardins in Trois-Rivières, QC
The 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.
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
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
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
Caisse Desjardins des Trois-Rivières
Member/client sales and service (FG)
About the Company
Company Location: Trois-Rivières, QC