Overview

Develop and maintain lasting and trusting business relationships with members and clients. Listen to their needs, offer advice that fits their financial situation, and help clients choose appropriate solutions to meet their financial goals. Provide financing solutions for affluent individuals and businesses; recommend loans and insurance products. Act as a financing expert advisor and resource person, ensuring cross-sector strategies are applied to financing. Authorize credit in accordance with established rules, balance member/client satisfaction, business objectives, profitability and sound risk management, and work with various partners to design integrated strategies that meet member and client needs.

Responsibilities

- Develop and maintain lasting and trusting business relationships with members and clients
- Listen to members’ and clients’ needs, offering advice that fits their financial situation
- Help clients choose appropriate solutions to meet their financial goals
- Provide financing solutions for affluent individuals and businesses
- Recommend loans and insurance products
- Act as a financing expert advisor and resource person
- Ensure cross-sector strategies are applied to financing
- Authorize credit in accordance with established rules
- Balance member/client satisfaction, business objectives, profitability and sound risk management
- Work with various partners and experts to design integrated strategies that meet the needs of members and clients

Requirements

- Bachelor's degree in a related field
- A minimum of one year of relevant experience




- Mutual fund representative certificate – Autorité des marchés financiers
- Knowledge of French is required
- Knowledge of current financial, economic, political and legislative events
- Knowledge of analysis of individual markets, business leaders, and the caisse's external setting (e.g. clients, market trends and competitors)
- Knowledge of tax, financial and succession issues for individuals and business owners
- Knowledge of 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
- Knowledge of debt management
- Knowledge of compliance with legislation respecting the distribution of financial products and services
- Understanding of the philosophy and fundamentals of financial services cooperatives
- Knowledge of policies, legislation and standards related to products and services offered by the caisse
- Knowledge of service standards
- Knowledge of techniques used to assess and monitor individual financing applications

ATS Optimization Keywords

Hard Skills
- financial analysis
- debt management
- risk management
- credit authorization
- market analysis
- financial product knowledge
- insurance product knowledge
- loan recommendation
- business strategy design
- client needs assessment

Soft Skills
- relationship building
- active listening
- advisory skills
- client satisfaction focus
- cross-sector collaboration
- problem-solving
- communication
- trust building
- organizational skills
- profitability balancing

Certifications & Qualifications
- Bachelor's degree
- Mutual fund representative certificate

📌 Personal Finance Advisor, Assigned Clientele (L'Île-Perrot)
🏢 Jobtailor
📍 L'Île-Perrot