Personal Finance Advisor

Desjardins; Lasalle; On-site; CAD 55,000 - 75,000; Full time

Job summary

A leading company in Canada is seeking a Personal Finance Advisor to provide expert financial advice and manage client relationships. The role involves assessing client needs, staying updated on market trends, and participating in community outreach. This position offers a competitive salary, flexible vacation, and a comprehensive benefits package.

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

• At least one year of relevant experience.
• Understanding of financial products, legislation, and cooperative philosophy.

Responsibilities

• Advise members and clients on financial strategies.
• Manage business relationships and assess satisfaction.
• Stay informed on industry trends and best practices.

Skills

Knowledge of French

Proficiency in English

Skills in assessing financing applications

Education

Bachelor's degree in a related field

Mutual fund representative certificate

Job description

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Responsibilities

1. Advise members and clients on financial strategies and identify expected results.
2. Manage business relationships, assess satisfaction and service quality, follow up, and identify areas for improvement.
3. Stay informed on industry trends, market developments, and best practices.
4. Participate in outreach activities and represent the caisse in the community.

What we offer

• Competitive salary and annual bonus
• 4 weeks of flexible vacation from the first year
• Defined benefit pension plan
• Group insurance including telemedicine
• Reimbursement for health and wellness expenses and telework equipment

What you bring

• Bachelor's degree in a related field
• At least one year of relevant experience
• Mutual fund representative certificate – Autorité des marchés financiers
• Knowledge of French; proficiency in English
• Understanding of financial products, legislation, and cooperative philosophy
• Skills in assessing financing applications and compliance

Additional Information

Desjardins values diversity and inclusion. We are committed to providing accommodations during the recruitment process upon request.