Hybrid Personal Finance Advisor — Build Wealth & Trust

Desjardins; Montreal; Hybrid; CAD 55,000 - 75,000; Full time

Benefits offered by this job

Competitive salary

Annual bonus

Pension plan

Group insurance

Telework equipment

Job summary

Desjardins is seeking a Personal Finance Advisor to build lasting relationships with members and clients, listening to their needs and offering tailored financial solutions. You will work with individuals and businesses to balance client satisfaction with profitability and prudent risk management.

Responsibilities include advising on investments, loans and insurance, staying current on industry trends, and representing the caisse in community outreach.

Qualifications

• Bachelor's degree in a related field is required.
• A minimum of one year of relevant experience is required.
• Mutual fund representative certificate - Autorité des marchés financiers is required.
• Knowledge of French is required.

Responsibilities

• Advise members and clients on the best strategies and work with them to identify expected results.
• Manage business relationships, assess member/client satisfaction and service quality, follow up and identify areas for improvement.
• Stay up-to-date on the financial services industry, market trends and best practices in your field.
• Participate in outreach activities and represent the caisse in the community.

Skills

Interpersonal savvy

Client relationship management

Education

Bachelor's degree in a related field

Mutual fund representative certificate - Autorité des marchés financiers

Job description

Desjardins is seeking a Personal Finance Advisor to build lasting relationships with members and clients, listening to their needs and offering tailored financial solutions. You will work with individuals and businesses to balance client satisfaction with profitability and prudent risk management.

Responsibilities include advising on investments, loans and insurance, staying current on industry trends, and representing the caisse in community outreach.