Personal Finance Advisor - Nevada, United States - Desjardins Group

Description

At Desjardins, we believe in equity, diversity and inclusion.

We're committed to welcoming, respecting and valuing people for who they are as individuals, learning from their differences, embracing their uniqueness, and providing a positive workplace for all.

At Desjardins, we have zero tolerance for discrimination of any kind. We believe our teams should reflect the diversity of the members, clients and communities we serve.

If there's something we can do to help make the recruitment process or the job you're applying for more accessible, let us know.

We can provide accommodations at any stage in the recruitment process. Just ask
Job Level

NV-06As 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.

At Desjardins, we believe in equity, diversity and inclusion.

We're committed to welcoming, respecting and valuing people for who they are as individuals, learning from their differences, embracing their uniqueness, and providing a positive workplace for all.

At Desjardins, we have zero tolerance for discrimination of any kind. We believe our teams should reflect the diversity of the members, clients and communities we serve.

If there's something we can do to help make the recruitment process or the job you're applying for more accessible, let us know.

We can provide accommodations at any stage in the recruitment process. Just ask
Job Level

NV-06As 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
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
The work arrangement for the position is hybrid work

#LI-Hybrid

Number of jobs available : 1

Qualifications
College diploma in a related field

A minimum of 2 years of relevant experience

Please note that other combinations of qualifications and relevant experience may be considered
Hold a mutual fund representative certificate – Autorité des marchés financiers

For vacant

positions available

in Quebec, please note that knowledge of French is required

Specific knowledge
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 de Lévis

Trade Union
Non Syndiqué

Unposting Date

Job Family

Member/client sales and service (FG) 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.

Desjardins Group is not only North America's strongest financial institution, it has also been recognized as a Best Employer in Canada for several years now.

Its 54,000 employees and 2,500 directors contribute to maintaining its leading position in online and mobile banking services. Desjardins Group is a corporate citizen that puts people first
For vacant positions available in Quebec, please note that knowledge of French is required.

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