Financial Education Advisor - Growth & Client Focus

Desjardins Group; Montreal; On-site; CAD 70,000 - 90,000; Full time

Job summary

A financial services organization in Montreal seeks a Financial Education Advisor to enhance business relationships and drive sales in accordance with member needs. Responsibilities include advising partners on strategies, analyzing data, overseeing portfolios, and staying updated on market trends. Applicants must have a Bachelor's degree and at least four years of relevant experience. Knowledge of French is required, making it essential for client interactions. The role offers competitive salary, annual bonus, and solid benefits.

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

• A minimum of four years of relevant experience is required.
• Knowledge of French is essential.

Responsibilities

• Set goals and advise partners on solutions and strategies.
• Collect, compile and analyze data; prepare reports.
• Oversee portfolios and assess customer satisfaction.
• Monitor industry trends and best practices.

Skills

Customer relationship management

Data analysis

Sales strategy development

Education

Bachelor's degree in a related field

Job description

A financial services organization in Montreal seeks a Financial Education Advisor to enhance business relationships and drive sales in accordance with member needs. Responsibilities include advising partners on strategies, analyzing data, overseeing portfolios, and staying updated on market trends. Applicants must have a Bachelor's degree and at least four years of relevant experience. Knowledge of French is required, making it essential for client interactions. The role offers competitive salary, annual bonus, and solid benefits.