Client-First Personal Finance Advisor | Flexible Vacation

Desjardins Group; Saint-Raymond; On-site; CAD 60,000 - 80,000; Full time

Job summary

A leading financial services provider in Saint-Raymond is seeking a Personal Finance Advisor to cultivate lasting relationships with clients. You will assess client needs, provide tailored financial advice, and manage ongoing client relationships to improve satisfaction. Candidates must possess a relevant bachelor's degree, a minimum of one year’s experience, and a certificate to represent mutual funds. Knowledge of French is essential. This role offers a competitive salary, flexible vacation, and a pension plan.

Benefits

Competitive salary and annual bonus

4 weeks of flexible vacation

Defined benefit pension plan

Group insurance including telemedicine

Reimbursement of health and wellness expenses

Qualifications

• Minimum of one year of relevant experience.
• Mutual fund representative certificate – Autorité des marchés financiers.
• Knowledge of French is required.

Responsibilities

• Develop and maintain lasting and trusting business relationships.
• Listen to members’ needs and provide financial solutions.
• Advise on the best financial strategies to achieve goals.

Skills

Action oriented

Customer Focus

Interpersonal Savvy

Nimble learning

Education

Bachelor's degree in a related field

Job description

A leading financial services provider in Saint-Raymond is seeking a Personal Finance Advisor to cultivate lasting relationships with clients. You will assess client needs, provide tailored financial advice, and manage ongoing client relationships to improve satisfaction. Candidates must possess a relevant bachelor's degree, a minimum of one year’s experience, and a certificate to represent mutual funds. Knowledge of French is essential. This role offers a competitive salary, flexible vacation, and a pension plan.