Client-Focused Personal Finance Advisor

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

Job summary

A leading financial institution in Quebec is seeking a Personal Finance Advisor responsible for developing long-term relationships with members. The advisor will help clients achieve their financial goals by providing tailored advice. Candidates must possess a Bachelor's degree, relevant experience, and a mutual fund representative certificate. Knowledge of French is required. Competitive salary, flexible vacation, and a defined benefit pension plan are offered.

Benefits

Competitive salary and annual bonus

4 weeks of flexible vacation

Defined benefit pension plan

Group insurance including telemedicine

Health and wellness expense reimbursement

Qualifications

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

Responsibilities

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

Skills

Interpersonal savvy

Understanding of financial services

Customer relationship management

Knowledge of current events

Education

Bachelor's degree in a related field

Job description

A leading financial institution in Quebec is seeking a Personal Finance Advisor responsible for developing long-term relationships with members. The advisor will help clients achieve their financial goals by providing tailored advice. Candidates must possess a Bachelor's degree, relevant experience, and a mutual fund representative certificate. Knowledge of French is required. Competitive salary, flexible vacation, and a defined benefit pension plan are offered.