Personal Finance Advisor

Job title: Personal Finance Advisor

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 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.

General Information on the Position

Caisse Desjardins Ontario Credit Union Inc. serves 130,000 active members, primarily in the personal, commercial, real estate and agricultural sectors, from 51 branches with close to 680 employees. Its business volume exceeds $17.7 billion, with assets of more than $9 billion, including more than $4.9 billion in individual loans and more than $3.1 billion in business loans. The caisse’s balance sheet savings total is more than $5.8 billion.

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 conditions

• Travel : 10%
• Number of jobs available : 1

Qualifications

• College diploma in a related field
• A minimum of 2 years of relevant experience
• Bachelor’s degree in business administration (an asset)

Please note that other combinaisons of qualifications and relevant experience may be considered. For example, experience in sales consulting or business development in any industry may be considered relevant experience.

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

Specific knowledge

• Knowledge of current financial, economic, political and legislative events
• 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
• 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
• Strategy recommendation and analysis applications
• Desjardins applications
• Caisse intranet portal
• Sales and client management reports
• Insurance products (financing and savings)
• Savings and investment products
• Consumer and mortgage financing products
• Convenience products and services
• Youth products
• Estate settlement
• Strong communication skills in both French and English, both oral and written

Desjardins Cross-sector skills Action oriented, Customer Focus, Differences, Nimble learning

Key competencies for the job Drive results, Interpersonal Savvy

Work Location 6700, rue Morrison Niagara Falls (MT)

Trade Union Non Syndiqué

Unposting Date 2021-06-21

Job Family Member/client sales and service (FG)

Company: Desjardins

Expected salary:

Location: Welland, ON

Job date: Wed, 09 Jun 2021 03:22:29 GMT