Hybrid Personal Finance Advisor - Build Trusted Wealth

Desjardins Group; Roberval; On-site; CAD 50,000 - 70,000; Full time

Job summary

A leading financial institution is looking for a personal finance advisor in Roberval, Canada. This role involves developing trusted relationships with clients, advising on financial strategies, and managing business interactions. The ideal candidate should have a relevant bachelor's degree, a minimum of one year of experience, and must be knowledgeable in French and current financial events. Competitive salaries and generous benefits are offered.

Benefits

Competitive salary and annual bonus

4 weeks of flexible vacation starting in the first year

Defined benefit pension plan

Group insurance including telemedicine

Reimbursement of health and wellness expenses

Qualifications

• A minimum of one year of relevant experience is required.
• Knowledge of French is mandatory.
• Understanding of financial services cooperatives' fundamentals.

Responsibilities

• Advise members and clients on strategies and expected results.
• Manage business relationships and assess client satisfaction.
• Stay updated on financial industry trends.

Skills

Interpersonal Savvy

Customer Focus

Action Oriented

Drive Results

Education

Bachelor's degree in a related field

Mutual fund representative certificate

Job description

A leading financial institution is looking for a personal finance advisor in Roberval, Canada. This role involves developing trusted relationships with clients, advising on financial strategies, and managing business interactions. The ideal candidate should have a relevant bachelor's degree, a minimum of one year of experience, and must be knowledgeable in French and current financial events. Competitive salaries and generous benefits are offered.