Personal Finance Advisor

Desjardins; Shawinigan; Hybrid; CAD 50,000 - 70,000; Full time

Job summary

A financial services company in Shawinigan seeks a Personal Finance Advisor to develop and maintain strong relationships with clients, offering tailored financial advice. Ideal candidates will have a related Bachelor's degree and at least one year of relevant experience. The position includes competitive salary, hybrid work options, and generous vacation time.

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

• A minimum of one year of relevant experience.
• Knowledge of French is required.
• Knowledge of current financial, economic, political and legislative events.

Responsibilities

• Advise members and clients on the best strategies and expected results.
• Manage business relationships and assess member/client satisfaction.
• Stay up-to-date on financial services industry and market trends.

Skills

Interpersonal Savvy

Debt management

Drive results

Education

Bachelor's degree in a related field

Mutual fund representative certificate

Job description

As a personal finance advisor, you’re responsible for developing and maintaining lasting and trusting business relationships with members and clients, to ensure they’re satisfied. Your role is to listen to members’ and clients’ needs, offer them advice that fits their financial situation and help them choose appropriate solutions to meet their financial goals. You work closely with a client base consisting mainly of individual members and businesses. Interpersonal savvy is therefore essential. You drive results by recommending investments, loans and insurance products. You use your expertise to balance member / client satisfaction, business objectives, profitability and sound and prudent risk management. You work with various partners and experts to design integrated strategies that meet the needs of members and clients. More specifically, you will be required to :

Advise members and clients on the best strategies and work with them to identify expected results

Manage business relationships, assess member / client satisfaction and service quality, follow up and identify areas for improvement

Stay up-to-date on the financial services industry, market trends and best practices in your field

Participate in outreach activities and represent the caisse in the community

What we offer

Competitive salary and annual bonus

4 weeks of flexible vacation starting in the first year

Defined benefit pension plan that provides predictable, stable income throughout retirement

Group insurance including telemedicine

Reimbursement of health and wellness expenses and telework equipment

What you bring to the table

Bachelor's degree in a related field

A minimum of one year of relevant experience

Please note that other combinations of qualifications and relevant experience may be considered

Mutual fund representative certificate – Autorité des marchés financiers

Knowledge of French is required

Knowledge of current financial, economic, political and legislative events

Debt management

Notions of compliance with legislation respecting the distribution of financial products and services

Techniques used to assess and monitor individual financing applications

Drive results, Interpersonal Savvy

LI-Hybrid

Trade Union (If applicable)