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- Tasks: Help clients achieve their financial goals through tailored advice and relationship building.
- Company: Join a leading financial services cooperative dedicated to member satisfaction and community impact.
- Benefits: Enjoy competitive salary, flexible vacation, pension plan, and wellness reimbursements.
- 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: Knowledge of French and current financial trends is essential.
The predicted salary is between 21600 - 36000 £ per year.
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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
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
Service standards
Techniques used to assess and monitor individual financing applications
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
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Trade Union (If applicable)
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Personal Finance Advisor employer: Desjardins
Contact Detail:
Desjardins Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Personal Finance Advisor
✨Tip Number 1
Network actively within the financial services community. Attend industry events, webinars, and local meetups to connect with potential clients and other professionals. Building relationships can lead to referrals and insights into job opportunities.
✨Tip Number 2
Stay updated on current financial trends and regulations. Subscribe to financial news outlets and follow relevant social media accounts. This knowledge will not only help you in interviews but also demonstrate your commitment to the field.
✨Tip Number 3
Develop your interpersonal skills by engaging in role-playing scenarios or joining public speaking groups. As a personal finance advisor, your ability to communicate effectively and build trust is crucial for success.
✨Tip Number 4
Consider obtaining additional certifications related to personal finance or investment strategies. This can enhance your credibility and show potential employers that you are serious about your professional development.
We think you need these skills to ace Personal Finance Advisor
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in personal finance and client relationship management. Use specific examples that demonstrate your ability to advise clients and manage their financial needs.
Craft a Compelling Cover Letter: In your cover letter, express your passion for helping clients achieve their financial goals. Mention your understanding of the financial services industry and how your skills align with the job requirements.
Showcase Interpersonal Skills: Since interpersonal savvy is crucial for this role, provide examples in your application that illustrate your ability to build and maintain relationships with clients. Highlight any relevant experiences where you successfully managed client satisfaction.
Stay Informed: Demonstrate your knowledge of current financial trends and legislation in your application. This shows that you are proactive and committed to staying updated in the field, which is essential for a personal finance advisor.
How to prepare for a job interview at Desjardins
✨Showcase Your Interpersonal Skills
As a personal finance advisor, building trusting relationships is key. Be prepared to share examples of how you've successfully managed client relationships in the past, highlighting your ability to listen and respond to their needs.
✨Stay Informed on Financial Trends
Demonstrating your knowledge of current financial, economic, and legislative events will impress interviewers. Make sure to research recent trends in the financial services industry and be ready to discuss how they might impact clients.
✨Prepare for Scenario-Based Questions
Expect questions that assess your problem-solving skills and ability to advise clients. Practice responding to hypothetical scenarios where you need to recommend financial products or strategies based on specific client situations.
✨Highlight Your Relevant Experience
With at least one year of relevant experience required, be ready to discuss your previous roles in detail. Focus on your achievements and how they relate to the responsibilities of a personal finance advisor, especially in managing client satisfaction and service quality.
