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As 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 and businesses. 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.More specifically, you will be required to :
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
What we offer*
Competitive salary and annual bonus
4 weeks of flexible vacation starting in the first year
Defined benefit pension plan that provides predictable, stable income throughout retirement
Group insurance including telemedicine
Reimbursement of health and wellness expenses and telework equipment
What you bring to the table
Bachelor's degree in a related field
A minimum of one year of relevant experience
Please note that other combinations of qualifications and relevant experience may be considered
Mutual fund representative certificate Autorité des marchés financiers
Knowledge of French is required
Knowledge of current financial, economic, political and legislative events
Debt management
Notions of compliance with legislation respecting the distribution of financial products and services
Understanding of the philosophy and fundamentals of financial services cooperatives
Policies, legislation and standards related to products and services offered by the caisse
Desjardins business processes
Service standards
Techniques used to assess and monitor individual financing applications
Drive results, Interpersonal Savvy#LI-Hybrid
Trade Union
Last updated : 2024-06-17
Full Time
Banking
$75k-111k (estimate)
06/18/2024
09/16/2024
desjardins.com
PEMBROKE PARK, FL
15,000 - 50,000
2008
ANDRE BELLEREVILLE
<$5M
Banking
The job skills required for Personal advisor include Products and Services, Financial Services, Financial Services Industry, etc. Having related job skills and expertise will give you an advantage when applying to be a Personal advisor. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Personal advisor. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Personal advisor positions, which can be used as a reference in future career path planning. As a Personal advisor, it can be promoted into senior positions as a Wealth Management Specialist, Sr. that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Personal advisor. You can explore the career advancement for a Personal advisor below and select your interested title to get hiring information.