Download Personal Finance Advisor (Finance and Investment)

Personal Finance Advisor (Finance and Investment)
Employer
The Caisse Desjardins de Vaudreuil-Soulanges serves a large territory encompassing both urban and rural areas west of
the island of Montréal (30 minutes from downtown). An integral part of its community, the Caisse holds assets valued at
over $1.3 billion. Its market is recognized for its tremendous potential for business development. Its team of 245 dedicated
employees across its 12 service centres tends to the needs of its 51,000 members. The Caisse serves 23 municipalities in
the Vaudreuil-Soulanges region, which extends to the Ontario border.
Job duties
Develop and maintain a personalized business relationship with assigned members holding financial assets between $0 and
$100,000
Meet members’ financing needs, particularly with regard to mortgage loans
Advise members on the best strategies for making accumulated capital grow
Remain attentive to members’ needs and provide high quality service
Carry out the analyses required in order to recommend or reject loan applications
Perform prospecting activities, identify new business opportunities, solicit clients and sell products and services
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Reports to the Service Centre
Requirements
Combination A: Bachelor’s degree in business administration or a related field and one year’s experience in personal financial
advisory services
or
Combination B:
Certificate in personal financial planning or any other administration certificate, provided at least three courses
related to three financial planning fields, including finances and taxes, were successfully completed, and two
years’ experience in financial services, including one year in personal finance advisory services
and
Hold a mutual fund representative certificate (licence)
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Professional knowledge and skills
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Knowledge of the products and services distributed by the Caisse, Desjardins subsidiaries and the competition
Knowledge of financing and credit management standards and practices as well as techniques used in assessing
and monitoring loan applications
Knowledge of Desjardins portfolio diversification and retirement analysis products and services
Knowledge of the Desjardins business process (e.g. sales, solicitation, negotiation)
Knowledge of policies, laws and standards related to the products and services offered
Knowledge of the philosophy and fundamentals of financial services cooperatives
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Have obtained an intermediate-level knowledge of English
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Relational skills
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Decision quality
Interpersonal savvy
Customer focus
Drive for results
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Perseverance
Business acumen
Negotiation skills
Standing alone
Working conditions
Work schedule:
Employee status:
35 hours/week, or a flexible schedule including weekends
Permanent – Full time
In certain cases, employees will be required to work in a number of service centres as requested by their manager to ensure
operational continuity at the Caisse.
Interested candidates must send an updated resumé along with a copy of their latest transcript or of the required diploma to:
Caisse Desjardins de Vaudreuil-Soulanges
Human Resources
170, boulevard Harwood
Vaudreuil-Dorion (Québec) J7V 1Y2
Fax: 450-424-0795
E-mail: [email protected]
We thank all applicants for their interest.
However, only those selected will be contacted.