Hybrid Personal Finance Advisor: Build Wealth & Trust

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

Job summary

A prominent financial services organization in Quebec seeks a Personal Finance Advisor to develop lasting relationships with clients. Responsibilities include advising on financial strategies, managing client satisfaction, and staying updated on market trends. Candidates should have a Bachelor’s degree, relevant experience, and knowledge of French. Competitive salary, annual bonus, and a defined benefit pension plan are offered. Strong interpersonal skills are essential for success in this role.

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 one year of relevant experience.
• Knowledge of French is required.
• Knowledge of current financial, economic, political and legislative events.

Responsibilities

• Advise members and clients on the best strategies and expected results.
• Manage business relationships and assess member/client satisfaction.
• Stay up-to-date on the financial services industry and best practices.

Skills

Action oriented

Customer Focus

Drive results

Interpersonal Savvy

Nimble learning

Education

Bachelor's degree in a related field

Mutual fund representative certificate – Autorité des marchés financiers

Job description

A prominent financial services organization in Quebec seeks a Personal Finance Advisor to develop lasting relationships with clients. Responsibilities include advising on financial strategies, managing client satisfaction, and staying updated on market trends. Candidates should have a Bachelor’s degree, relevant experience, and knowledge of French. Competitive salary, annual bonus, and a defined benefit pension plan are offered. Strong interpersonal skills are essential for success in this role.