Personal Finance Advisor: Build Trusted Client Wealth

Desjardins; Sainte-Marie; On-site; CAD 45,000 - 65,000; Full time

Benefits offered by this job

Competitive salary

Annual bonus

4 weeks vacation

Pension plan

Group insurance

Telemedicine

Health reimbursement

Telework equipment

Job summary

Desjardins in Sainte-Marie, Canada, is seeking a Personal Finance Advisor to build lasting relationships with members and clients, listen to their needs, and offer guidance that fits their financial situations, helping them choose appropriate solutions to meet goals. You will advise on investments, loans and insurance, balancing client satisfaction with risk management.

Equity, diversity and community outreach are valued here; knowledge of French is required, and a Mutual fund representative

Qualifications

• Bachelor's degree in a related field.
• Minimum of one year of relevant experience.
• Mutual fund representative certificate – Autorité des marchés financiers.
• Knowledge of French is required.

Responsibilities

• 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

Job description

Desjardins in Sainte-Marie, Canada, is seeking a Personal Finance Advisor to build lasting relationships with members and clients, listen to their needs, and offer guidance that fits their financial situations, helping them choose appropriate solutions to meet goals. You will advise on investments, loans and insurance, balancing client satisfaction with risk management.

Equity, diversity and community outreach are valued here; knowledge of French is required, and a Mutual fund representative