Develop and maintain lasting and trusting business relationships with members and clients, to ensure they’re satisfied
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
Provide financing solutions for affluent individuals and businesses
Drive results by recommending loans and insurance products
Serve as a financing expert advisor and resource person
Ensure that cross-sector strategies are applied to financing and authorize credit in accordance with established rules
Use expertise to balance member/client satisfaction, business objectives, profitability and sound and prudent risk management
Work with various partners and experts to design integrated strategies that meet the needs of members and clients
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 the field
Participate in outreach activities and represent the caisse in the community

Bachelor's degree in a related field
A minimum of one year of relevant experience
Mutual fund representative certificate – Autorité des marchés financiers
Knowledge of French is required
Be a licensed mutual fund representative
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
Action oriented, Customer Focus, Differences, Drive results, Interpersonal Savvy, Nimble learning

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

Personal Finance Advisor, Clientele

Key skills