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Personal Finance Advisor - Succession
전망: 161
갱신일: 29-05-2024
위치: Cornwall Prince Edward Island
범주: 금융 / 은행 / 재고 매상
산업: Information Technology Services Computer Software Insurance
직업 종류: Full-time
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작업 내용
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.
General Information on the Position
The Caisse Desjardins Ontario Crédit Union Inc. serves 130,000 active members mainly in the private, commercial, real estate and agricultural sectors, has 51 service centers and nearly 680 employees. It has over $ 17.7 billion in business volume and over $ 9 billion in assets, including $ 4.9 billion in personal loans and $ 3.1 billion in business loans. Balance sheet savings total more than $ 5.8 billion.
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
- Nombre d’emploi disponible : 1
- College diploma in a related field
- A minimum of two years of relevant experience
- Bachelor’s degree in business administration or related field (an asset)
- Hold an mutual fund representative certificate from the Ontario Securities Commission
- For vacant positions available in Ontario, please note that knowledge of French is required
- Strong communication skills in both French and English, both oral and written
- 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
- Strategy recommendation and analysis applications
Action oriented, Customer Focus, Differences, Nimble learning
Key competencies for the job
Drive results, Interpersonal Savvy
Work Location
Caisse Desjardins Ontario_Cornwall (MT)
Trade Union
Non Syndiqué
Unposting Date
2021-09-17
Job Family
Member/client sales and service (FG)
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마감 시간: 13-07-2024
무료 후보 신청 클릭
작업 보고
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