Client-Focused Finance Advisor — Grow Members’ Finances

Desjardins Group; Disraeli (paroisse); On-site; CAD 45,000 - 60,000; Full time

Job summary

A leading financial services provider in Disraeli, Quebec is searching for a personal finance advisor. In this role, you will develop and maintain trusting relationships with clients, provide tailored financial advice, and help them achieve their financial goals. The ideal candidate has a college diploma, a minimum of 2 years' experience, and a strong understanding of financial products. This position includes a competitive salary, annual bonus, flexible vacation, and a defined benefit 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 two years of relevant experience.
• Knowledge of current financial, economic, political, and legislative events.
• Knowledge of products and services aimed at caisse members.

Responsibilities

• Advise members and clients on the best strategies.
• Manage business relationships and assess member/client satisfaction.
• Participate in outreach activities and represent the caisse in the community.

Skills

Interpersonal Savvy

Action oriented

Customer Focus

Drive results

Nimble learning

Education

College diploma in a related field

Mutual fund representative certificate – Autorité des marchés financiers

Job description

A leading financial services provider in Disraeli, Quebec is searching for a personal finance advisor. In this role, you will develop and maintain trusting relationships with clients, provide tailored financial advice, and help them achieve their financial goals. The ideal candidate has a college diploma, a minimum of 2 years' experience, and a strong understanding of financial products. This position includes a competitive salary, annual bonus, flexible vacation, and a defined benefit pension plan.