Hybrid Personal Finance Advisor: Build Client Wealth

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

Job summary

A leading financial services organization in Richelieu, Quebec is seeking a personal finance advisor to develop lasting client relationships. You will advise members on financial strategies and manage client satisfaction. Candidates should have a college diploma and relevant experience, with a strong emphasis on interpersonal skills. This position offers a competitive salary, benefits, and flexible vacation.

Benefits

Competitive salary and annual bonus

4 weeks of flexible vacation

Defined benefit pension plan

Group insurance including telemedicine

Reimbursement for health and wellness expenses

Qualifications

• Minimum of two years of relevant experience.
• Knowledge of French is required.
• Knowledge of financial products and services.

Responsibilities

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

Skills

Interpersonal savvy

Action oriented

Customer Focus

Drive results

Nimble learning

Education

College diploma in a related field

Mutual fund representative certificate

Job description

A leading financial services organization in Richelieu, Quebec is seeking a personal finance advisor to develop lasting client relationships. You will advise members on financial strategies and manage client satisfaction. Candidates should have a college diploma and relevant experience, with a strong emphasis on interpersonal skills. This position offers a competitive salary, benefits, and flexible vacation.