Onsite Client-Focused Personal Finance Advisor

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

Job summary

A major financial services provider seeks a Personal Finance Advisor in Saguenay to develop and maintain strong client relationships. Responsibilities include advising clients on financial strategies, assessing satisfaction, and staying informed about market trends. The ideal candidate will hold a college diploma and have a mutual fund representative certificate, with knowledge in various financial services. This role offers a competitive salary, bonus, and comprehensive benefits including a pension plan and flexible vacation.

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

• Minimum of two years of relevant experience.
• Knowledge of current financial, economic, political, and legislative events.
• Knowledge of debt management and legislative compliance.

Responsibilities

• Develop and maintain lasting business relationships with clients.
• Advise clients on financial strategies and expected results.
• Manage client satisfaction and service quality.

Skills

Interpersonal Savvy

Customer Focus

Action Oriented

Nimble Learning

Drive Results

Education

College diploma in a related field

Mutual fund representative certificate

Job description

A major financial services provider seeks a Personal Finance Advisor in Saguenay to develop and maintain strong client relationships. Responsibilities include advising clients on financial strategies, assessing satisfaction, and staying informed about market trends. The ideal candidate will hold a college diploma and have a mutual fund representative certificate, with knowledge in various financial services. This role offers a competitive salary, bonus, and comprehensive benefits including a pension plan and flexible vacation.