Hybrid Personal Finance Advisor - Client Impact

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

Job summary

A leading financial services firm in Canada is seeking a Personal Finance Advisor to develop and maintain client relationships. The role involves advising clients on financial strategies, managing satisfaction, and staying informed on market trends. Candidates should possess a relevant diploma, two years of experience, and a mutual fund representative certificate. This position offers competitive salary, bonuses, and a defined benefit pension plan.

Benefits

Competitive salary and annual bonus

4 weeks flexible vacation

Defined benefit pension plan

Group insurance involving telemedicine

Reimbursement of health and wellness expenses

Qualifications

• A minimum of two years of relevant experience is required.
• Knowledge of French is required.
• Understanding of financial services cooperatives' philosophy.

Responsibilities

• Advise members and clients on financial strategies.
• Manage business relationships and assess service quality.
• Stay updated on industry trends and best practices.

Skills

Interpersonal Savvy

Customer Focus

Action Oriented

Drive Results

Education

College diploma in a related field

Mutual fund representative certificate

Job description

A leading financial services firm in Canada is seeking a Personal Finance Advisor to develop and maintain client relationships. The role involves advising clients on financial strategies, managing satisfaction, and staying informed on market trends. Candidates should possess a relevant diploma, two years of experience, and a mutual fund representative certificate. This position offers competitive salary, bonuses, and a defined benefit pension plan.