Client-Focused Personal Finance Advisor

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

Job summary

A leading financial cooperative in Coaticook, Canada, is seeking a Personal Finance Advisor to develop and maintain lasting relationships with clients. Your role involves advising on investments, assessing satisfaction, and staying informed on financial trends. The ideal candidate holds a Bachelor's degree and has relevant experience, with proficiency in French necessary. This position offers competitive salary, flexible vacation, and a pension plan.

Benefits

Competitive salary and annual bonus

Flexible vacation

Defined benefit pension plan

Group insurance

Reimbursement of health and wellness expenses

Qualifications

• Minimum of one year of relevant experience.
• Knowledge of French is required.
• Understanding of financial services cooperatives.

Responsibilities

• Advise members and clients on best strategies.
• Manage business relationships and assess satisfaction.
• Stay up-to-date on financial industry trends.

Skills

Interpersonal Savvy

Customer Focus

Action Oriented

Drive Results

Nimble Learning

Education

Bachelor's degree in a related field

Mutual fund representative certificate – Autorité des marchés financiers

Job description

A leading financial cooperative in Coaticook, Canada, is seeking a Personal Finance Advisor to develop and maintain lasting relationships with clients. Your role involves advising on investments, assessing satisfaction, and staying informed on financial trends. The ideal candidate holds a Bachelor's degree and has relevant experience, with proficiency in French necessary. This position offers competitive salary, flexible vacation, and a pension plan.