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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 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 growing your career in finance.
- Qualifications: Bachelor's degree and at least one year of relevant experience required.
- Other info: Hybrid work model with opportunities for professional development.
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
Conseiller ou conseillère, Finances personnelles in Farnham employer: Desjardins
Contact Detail:
Desjardins Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Conseiller ou conseillère, Finances personnelles in Farnham
✨Tip Number 1
Network like a pro! Get out there and connect with people in the finance industry. Attend events, join online forums, or even hit up local meetups. The more you engage, the better your chances of landing that personal finance advisor role.
✨Tip Number 2
Show off your interpersonal skills! During interviews, be sure to highlight your ability to build trusting relationships. Share examples of how you've successfully managed client expectations and satisfaction in the past.
✨Tip Number 3
Stay updated on industry trends! Make it a habit to read up on the latest financial news and best practices. This knowledge will not only impress potential employers but also help you provide better advice to clients.
✨Tip Number 4
Apply through our website! We make it easy for you to find and apply for roles that suit your skills. Plus, it shows you're genuinely interested in joining our team. Don't miss out on the chance to kickstart your career with us!
We think you need these skills to ace Conseiller ou conseillère, Finances personnelles in Farnham
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 ability to build relationships and provide tailored financial advice.
Showcase Your Interpersonal Skills: Since interpersonal savvy is key for this role, don’t shy away from sharing examples of how you've successfully managed client relationships in the past. We want to see how you connect with people and help them achieve their financial goals.
Stay Current: Demonstrate your knowledge of the financial services industry by mentioning recent trends or changes in your application. This shows us that you're proactive and committed to staying informed, which is crucial for advising clients effectively.
Apply Through Our Website: We encourage you to submit your application through our website. It’s the best way for us to receive your details and ensures you’re considered for the role. Plus, it’s super easy to do!
How to prepare for a job interview at Desjardins
✨Know Your Stuff
Make sure you brush up on the latest trends in personal finance and the specific products your potential employer offers. Being able to discuss current market conditions and how they affect clients will show that you're not just knowledgeable, but also genuinely interested in helping them.
✨Build Rapport
Since interpersonal savvy is key for this role, practice building rapport during your interview. Use active listening techniques, maintain eye contact, and engage with your interviewer by asking thoughtful questions about their experiences and insights in the industry.
✨Showcase Your Problem-Solving Skills
Prepare examples of how you've successfully advised clients in the past. Highlight specific situations where you identified a client's needs and provided tailored solutions. This will demonstrate your ability to drive results and manage business relationships effectively.
✨Stay Up-to-Date
Familiarise yourself with recent changes in financial regulations and compliance standards. Showing that you’re proactive about staying informed will reflect well on your commitment to providing sound advice and managing risk prudently.
