Personal Finance Specialist
vor 1 Woche
Financial Planning Manager
As a Financial Planning Manager, you will be responsible for developing and maintaining lasting and trusting business relationships with members and clients, ensuring they are satisfied.
Key responsibilities include:
- Advising members and clients on the best strategies and working with them to identify expected results
- Managing business relationships and assessing member/client satisfaction and service quality, following up and identifying areas for improvement
- Staying up-to-date on the financial services industry, market trends, and best practices in your field
- Participating in outreach activities and representing 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
- 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
- Drive results, Interpersonal Savvy
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