Personal Finance Advisor
Desjardins
Ottawa, ON
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.
Other working condition

Number of job available : 1
Qualifications

College diploma in a related field
Bachelor’s degree in a related field (an asset)
Two years of relevant experience
Please note that other combinations of qualifications and relevant experience may be considered

For vacant positions available in Quebec, please note that knowledge of French is required
Specific knowledge

Proficiency written and spoken English and French

Desjardins Cross-sector skills

Accountability, Collaborates, Customer Focus, Innovation
Key competencies for the job

Drive results, Interpersonal Savvy
Work Location

523, chemin Limoges Case postale 160 Limoges
Trade Union

Non Syndiqué
Unposting Date

2019-11-4
Job Family

Member/client sales and service (FG)