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For Companies At a Glance
- Tasks: Help clients achieve their financial goals with tailored advice and solutions.
- Company: Join a leading financial services cooperative focused on community and client satisfaction.
- Benefits: Enjoy competitive salary, flexible vacation, pension plan, and health insurance.
- Why this job: Make a real difference in people's lives while building lasting relationships.
- Qualifications: Bachelor's degree and at least one year of relevant experience required.
- Other info: Hybrid work model with opportunities for professional growth and community engagement.
The predicted salary is between 28800 - 48000 £ per year.
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 and businesses. 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.
More specifically, you will be required to:
- 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.
What we offer:
- 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.
What you bring to the table:
- Bachelor's degree 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.
- Mutual fund representative certificate – Autorité des marchés financiers.
- Knowledge of French is required.
- Knowledge of current financial, economic, political and legislative events.
- 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.
- 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.
- Desjardins business processes.
- Service standards.
- Techniques used to assess and monitor individual financing applications.
- Action oriented, Customer Focus, Differences, Drive results, Interpersonal Savvy, Nimble learning.
Personal Finance Advisor in Bedford employer: Desjardins
Contact Detail:
Desjardins Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Personal Finance Advisor in Bedford
✨Tip Number 1
Network like a pro! Get out there and connect with people in the finance industry. Attend events, join online forums, and don’t be shy about reaching out to potential colleagues or mentors. Building relationships can open doors to job opportunities that aren’t even advertised.
✨Tip Number 2
Show off your expertise! When you get the chance to chat with potential employers, make sure to highlight your knowledge of financial products and market trends. Share insights on how you’ve helped clients in the past, and demonstrate your ability to drive results through tailored advice.
✨Tip Number 3
Be proactive in your job search! Instead of waiting for job postings, reach out directly to companies you admire. Express your interest in working with them and ask if they have any upcoming opportunities. This shows initiative and can set you apart from other candidates.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of resources to help you land that personal finance advisor role. Plus, applying directly can sometimes give you an edge, as it shows you’re genuinely interested in being part of our team.
We think you need these skills to ace Personal Finance Advisor in Bedford
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter for the Personal Finance Advisor role. Highlight your relevant experience and skills that align with the job description, especially your interpersonal savvy and ability to build relationships.
Showcase Your Expertise: Don’t forget to mention your knowledge of financial products and services. We want to see how you can advise clients effectively, so include any specific examples of how you've helped others achieve their financial goals.
Be Personable: Since this role is all about building trust and relationships, let your personality shine through in your application. Use a friendly tone and share a bit about your approach to client interactions and satisfaction.
Apply Through Our Website: We encourage you to submit your application directly through our website. It’s the best way for us to receive your details and ensures you’re considered for the role. Plus, it shows you’re keen on joining our team!
How to prepare for a job interview at Desjardins
✨Know Your Financial Stuff
Make sure you brush up on the latest trends in the financial services industry. Be ready to discuss current events and how they impact personal finance. This shows that you're not just knowledgeable but also genuinely interested in helping clients navigate their financial journeys.
✨Showcase Your Interpersonal Skills
Since this role is all about building relationships, think of examples from your past experiences where you've successfully managed client relationships. Be prepared to demonstrate your interpersonal savvy by discussing how you’ve handled difficult situations or turned a dissatisfied client into a happy one.
✨Prepare for Scenario Questions
Expect to be asked how you would handle specific client scenarios. Practice articulating your thought process and the steps you would take to advise clients effectively. This will help you showcase your problem-solving skills and ability to tailor advice to individual needs.
✨Ask Insightful Questions
At the end of the interview, don’t forget to ask questions that show your interest in the company and the role. Inquire about their approach to client satisfaction or how they stay ahead of market trends. This not only demonstrates your enthusiasm but also helps you gauge if the company aligns with your values.
