Personal finance advisor – Succession
Job Overview
Job title: Personal finance advisor – Succession
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-05
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 of young people and individual members. Interpersonal savvy is therefore essential.
You drive results by recommending investments, loans and insurance products. You serve as a financing expert advisor and resource person for the caisse. 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
The Caisse Desjardins Ontario Crédit Union Inc. serves 130,000 active members mainly in the private, commercial, real estate and agricultural sectors, has 51 service centers and nearly 680 employees. It has over $ 17.7 billion in business volume and over $ 9 billion in assets, including $ 4.9 billion in personal loans and $ 3.1 billion in business loans. Balance sheet savings total 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% of the time
Number of job available : 1
Qualifications
College diploma 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
Hold an mutual fund representative certificate from the Ontario Securities Commission
For vacant positions available in Ontario, please note that knowledge of French is required
Specific knowledge
Strong communication skills in both French and English, both oral and written
Knowledge of current financial, economic, political and legislative events
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 the integration of financial data into computer systems
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
Knowledge of operating procedures pertaining to investment and financing activities Desjardins business processes
Knowledge of service standards
Knowledge of the techniques used to assess and monitor individual financing applications.
Desjardins Cross-sector skills Action oriented, Customer Focus, Differences, Nimble learning
Key competencies for the job Drive results, Interpersonal Savvy
Work Location Caisse Desjardins Ontario_Embrun (MT)
Trade Union Non Syndiqué
Unposting Date 2021-06-22
Job Family Member/client sales and service (FG)
Company: Desjardins
Expected salary:
Location: Embrun, ON
Job date: Thu, 10 Jun 2021 00:48:27 GMT