Hybrid Personal Finance & Wealth Advisor

Desjardins Group; Calixa-Lavallée; Hybrid; CAD 50,000 - 70,000; Full time

Job summary

A financial services cooperative in Canada is seeking a Personal Finance Advisor to develop and maintain lasting relationships with clients. The role involves advising on financial strategies, ensuring client satisfaction, and participating in community outreach. Ideal candidates should have a college diploma, a minimum of two years of experience, and knowledge of French. The position offers a competitive salary, annual bonus, a pension plan, and flexible vacation.

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

• Minimum of two years of relevant experience.
• Knowledge of French is required.
• Knowledge of current financial, economic, political and legislative events.

Responsibilities

• Advise members and clients on best strategies.
• Manage business relationships and assess satisfaction.
• Stay up-to-date on financial services industry trends.
• Participate in outreach activities in the community.

Skills

Interpersonal Savvy

Customer Focus

Action oriented

Nimble learning

Drive results

Education

College diploma in a related field

Mutual fund representative certificate – Autorité des marchés financiers

Job description

A financial services cooperative in Canada is seeking a Personal Finance Advisor to develop and maintain lasting relationships with clients. The role involves advising on financial strategies, ensuring client satisfaction, and participating in community outreach. Ideal candidates should have a college diploma, a minimum of two years of experience, and knowledge of French. The position offers a competitive salary, annual bonus, a pension plan, and flexible vacation.