Personal finance advisor
Core
Develop and maintain trusting business relationships with young people and individual members to provide financial advice and recommend solutions.
Role type
Personal finance advisor
Builds
Integrated financial strategies for members and clients
Domain
Financial services / Consumer finance
Deliverable
client delivery
Required skills
Financial planning, Investment advice, Loan structuring, Insurance product selection, Debt management, Compliance with financial regulations, Risk management, Client relationship management, Market trend analysis, Cooperative financial principles
Preferred skills
Knowledge of Desjardins business processes, Computer system data integration, Service standards
Technologies
Financial data systems
Responsibilities
Advise members on strategies to identify expected results, Manage business relationships and assess satisfaction, Stay up-to-date on industry trends, Participate in community outreach activities
