Financial Advisor - Saint John, Canada - Desjardins

Desjardins

Verified Company

Saint John, Canada

3 weeks ago

Posted by:

Sophia Lee

beBee Recruiter

Description

At Desjardins, we believe in equity, diversity and inclusion.

We're committed to welcoming, respecting and valuing people for who they are as individuals, learning from their differences, embracing their uniqueness, and providing a positive workplace for all.

At Desjardins, we have zero tolerance for discrimination of any kind. We believe our teams should reflect the diversity of the members, clients and communities we serve.

Job Level

NV-08

Do you enjoy providing financial advice and doing what's best for your client? Do you want a flexible work arrangement with a strong work-life balance and the opportunity to travel periodically throughout Atlantic Canada? We have an opportunity for an experienced financial advisor to join our growing Group Retirement Savings Team in Atlantic Canada.

You'll be able to enjoy working closely with our established clients on education seminars, participate in finalist presentations and deliver your superior client experience meeting with participants in the group and one-on-one virtual and in-person meetings.

Our national Group Retirement Specialists connect with plan members about retirement saving solutions and provide guidance to assist employees maximize the participation of their workplace retirement program.

Your passion for investments, knowledge of retirement planning and financial solutions will provide the foundation to work with plan members while you continue to stay up to date with the ever-changing retirement landscape in Canada.

Our goal is to make the road to financial empowerment easier for plan members to keep them well informed and motivated to capture the benefits of their retirement plan.

Whether your day or week is working from home, on-site at one of our clients or enjoying work from one of our two offices in Halifax or Saint John, if you've ever wanted to explore specializing in the exciting field of Group Retirement Savings - this is your opportunity to join us

General Information on the Position

Main responsibilities- Work closely with the Client Relationship Manager and the employers who partner with us for their employee benefits- Identify education opportunities for their population based on your interaction with their people and deliver the very content you develop- Focus on group retirement plans, but also on the other realms of financial wellness (savings, debts, investing, etc.)- Know our client and their people and take the lead in recommending the delivery method for presentations, as they may be in-person, virtual or in a recorded format or a combination of all three- Establish the meeting schedule and as needed partner with your team members across Canada to ensure coverage of those meetings are met where needed- Draw on your ability to provide advice and guidance to our clients.

This can be done through interactions during group retirement education sessions, or via one on one meetings scheduled on-site or by webinar- Put your joy of working with people to work, you're capable of adapting your message depending on the audience- Take complex terms and terminology and simplify them for your audience- Ensure your message is resonating with the plan members.

You are also a critical link when it comes to providing feedback to the CRM and client on how the education message was received and what may need to be modified or changed to ensure achievement of the clients KPIs- Prepare and peer reviewing client presentations- Collect feedback after a session and summarizing the results for the client and Client Relationship Manager- Assist the Education Team with the online education webinars made available to all GRS plan members.

You may be the presenter or in a support role- Participate in finalist presentations and roadshows to share our Financial Wellness story and our Education offering- Engage with new plan members to Welcome them to their workplace plan and the support offered by Desjardins- Participate in internal projects, as needed- Track the number and type of meetings to ensure accurate reporting is available.

Other working conditions- Have a valid driver's license and access to a vehicle for travel- Schedule : Education sessions may be held outside of normal work hours - such as evenings and weekends.

Your work day is flexible to accommodate such requests- Work place: Position located in Saint-John NB or Halifax NS, depending on the applicant selected.

The work arrangement for the position is full-time telework #LI-Remote- Travel : Both by car and occasionally by air Number of jobs available : 1

Qualifications:

Bachelor's degree in a related field
A minimum of two years of relevant experience

Please note that other combinations of qualifications and relevant experience may be considered- Hold the LLQP License (or willing to obtain within 6 months of start date)

Specific knowledge- Knowledge of technology and presentation tools- Strong knowledge of financial products and solutions (priority given to indiv