Onsite Personal Finance Advisor: Client Growth & Planning

Desjardins Group; Welland; On-site; CAD 50,000 - 70,000; Full time

Job summary

A leading financial services firm in the Niagara Region is seeking a full-time personal finance advisor to develop lasting relationships with clients. The role requires advising members on financial strategies, assessing satisfaction, and representing the organization in the community. Bilingual communication skills in French and English are essential. The company offers a competitive salary and benefits including a defined benefit pension plan.

Benefits

Competitive salary and annual bonus

4 weeks of flexible vacation

Defined benefit pension plan

Group insurance including telemedicine

Reimbursement for health and wellness expenses

Qualifications

• Minimum of one year of relevant experience is required.
• Ability to work with individual members and businesses.
• Skills in assessing member/client satisfaction and service quality.

Responsibilities

• Develop and maintain business relationships with members and clients.
• Advise members and clients on financial strategies.
• Stay up-to-date with market trends and best practices.

Skills

Communication skills in both French and English

Interpersonal savvy

Advising members and clients

Education

Bachelor's degree in a related field

Mutual fund representative certificate

Job description

A leading financial services firm in the Niagara Region is seeking a full-time personal finance advisor to develop lasting relationships with clients. The role requires advising members on financial strategies, assessing satisfaction, and representing the organization in the community. Bilingual communication skills in French and English are essential. The company offers a competitive salary and benefits including a defined benefit pension plan.