Personal Finance Advisor Job Openings by Desjardins in Earlton

Job Title Personal Finance Advisor
Pub Date 21 days ago
Company Desjardins
Location Earlton

Desjardins Jobs 2021 - Desjardins needs the candidates to fill Personal Finance Advisor, that will be placed in Earlton. You will definitely get a better chance along with safer dwell in the future. Signing up for this corporation makes a person able to meet the goal easier and create the aim come true.

To help this corporation perspective along with mission come on right Desjardins will be wide open of fresh placement as March 2021. Everyone who are considering filling this particular vacant, make sure you take part in this kind of Personal Finance Advisor recruitment. If you will be the one that can certainly fill up qualifications, you can look at more information about Personal Finance Advisor Job Openings below.

Desjardins Recruitment 2021

Personal Finance Advisor Job Openings in Earlton

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


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

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


  • College diploma in a related field

  • Bachelor’s degree in Business Administration or in a related field (an asset)

  • A minimum of two years of relevant experience

Please note that other combinations 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.

  • 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

  • All products and services aimed at caisse members and those offered by Business Centres, 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

  • business processes

  • Service standards

  • Techniques used to assess and monitor individual financing applications

  • Strategy recommendation and analysis applications

  • 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

Cross-sector skills

Action oriented, Collaborates, Customer Focus, Innovation

Key competencies for the job

Drive results, Interpersonal Savvy

Work Location

138, avenue Whitewood Case postale 1555, New Liskeard (MT)

Trade Union

Non Syndiqué

Unposting Date


Job Family

Member/client sales and service (FG)

As one of the leading companies in Canada, Desjardins offers variety of opportunities for employees to grow and make them as future leaders of the professional and disciplined. Desjardins also gives a dynamic work environment in order to encourage employees to give optimally, and at the same time, you are able to learn new experience and knowledge through the company programs.

If You are fascinated to submit an application for Personal Finance Advisor Jobs Earlton March 2021 by Desjardins, please prepare requirements files and documents as soon as possible. To apply by online, please click the "Apply" button below. If you still do not satisfy with a job recruitment above, you can try to read more jobs list in Earlton region from another company below.

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