Personal Finance Advisor

Desjardins; St. Catharines; On-site; CAD 60,000 - 80,000; Full time

Job summary

A leading financial services company in the Niagara Region seeks a personal finance advisor to build and manage client relationships. The ideal candidate will have a bachelor's degree, relevant experience, and strong bilingual communication skills. Responsibilities include advising clients on financial strategies and maintaining high service quality. This full-time, on-site role offers a competitive salary, bonus, and comprehensive benefits including a pension plan.

Benefits

Competitive salary and annual bonus

4 weeks of flexible vacation

Defined benefit pension plan

Group insurance including telemedicine

Health and wellness expense reimbursement

Qualifications

• Minimum of one year of relevant experience.
• Ability to offer tailored financial solutions.
• Willingness to engage in community outreach.

Responsibilities

• Develop and maintain lasting relationships with members and clients.
• Advise on financial strategies and manage business relationships.
• Stay informed about market trends and best practices.

Skills

Interpersonal Savvy

Strong communication skills in French and English

Advisory skills

Market knowledge

Education

Bachelor's degree in a related field

Mutual fund representative certificate

Job description

The work mode arrangement for the position is full-time on site.

Required

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
• Benefits apply based on eligibility criteria.

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
• Strong communication skills in both French and English, both oral and written due to the nature of the duties or work tools or because the position involves interactions with english-speaking partners, members and/or clients

Drive results, Interpersonal Savvy

At Desjardins, we believe in equity, diversity and inclusion. We're committed to welcoming, respecting and valuing people for who they are as individuals, learning from their differences, embracing their uniqueness, and providing a positive workplace for all. At Desjardins, we have zero tolerance for discrimination of any kind. We believe our teams should reflect the diversity of the members, clients and communities we serve.

If there's something we can do to help make the recruitment process or the job you're applying for more accessible, let us know. We can provide accommodations at any stage in the recruitment process. Just ask!