Member Financial Advisor — Hybrid, Flexible Vacation

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

Job summary

A leading financial institution in Cowansville is seeking a Personal Finance Advisor responsible for building lasting relationships with clients. The role involves advising on financial strategies, managing client relationships, and staying updated on market trends. Ideal candidates should possess a Bachelor's degree and be fluent in French. This full-time role offers a competitive salary and flexible vacation options.

Benefits

Competitive salary and annual bonus

Flexible vacation

Defined benefit pension plan

Group insurance including telemedicine

Health and wellness reimbursement

Qualifications

• One year of relevant experience required.
• Knowledge of French is required.
• Understanding of financial services fundamentals.

Responsibilities

• Advise members and clients on financial strategies.
• Manage business relationships and assess satisfaction.
• Participate in outreach activities in the community.

Skills

Interpersonal Savvy

Customer Focus

Action oriented

Drive results

Nimble learning

Education

Bachelor's degree in a related field

Mutual fund representative certificate

Job description

A leading financial institution in Cowansville is seeking a Personal Finance Advisor responsible for building lasting relationships with clients. The role involves advising on financial strategies, managing client relationships, and staying updated on market trends. Ideal candidates should possess a Bachelor's degree and be fluent in French. This full-time role offers a competitive salary and flexible vacation options.