Personal Finance Advisor - Build Client Relationships

Desjardins Group; Les Escoumins; On-site; CAD 60,000 - 80,000; Full time

Job summary

A leading financial services organization in Quebec is seeking a Personal Finance Advisor. This role involves developing lasting relationships with clients, offering tailored financial advice, and recommending appropriate financial products. Candidates should have a bachelor's degree, relevant experience, and knowledge of financial services. The position offers a competitive salary and extensive 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

• A minimum of one year of relevant experience.
• Knowledge of French is required.
• Mutual fund representative certificate – Autorité des marchés financiers.

Responsibilities

• Develop and maintain trusting business relationships with members and clients.
• Offer advice that fits financial situations and help choose appropriate solutions.
• Recommend investments, loans, and insurance products.

Skills

Interpersonal Savvy

Customer Focus

Action Oriented

Drive Results

Nimble Learning

Education

Bachelor's degree in a related field

Job description

A leading financial services organization in Quebec is seeking a Personal Finance Advisor. This role involves developing lasting relationships with clients, offering tailored financial advice, and recommending appropriate financial products. Candidates should have a bachelor's degree, relevant experience, and knowledge of financial services. The position offers a competitive salary and extensive benefits including a pension plan and flexible vacation.