Personal Finance Advisor - Build Trusted Plans & Growth

Desjardins; Laurier-Station; On-site; CAD 52,000 - 70,000; Full time

Benefits offered by this job

Competitive salary

Annual bonus

4 weeks flexible vacation

Defined benefit pension

Group insurance including telemedicine

Wellness reimbursement

Telework equipment

Job summary

Desjardins in Quebec invites a Personal Finance Advisor to develop lasting client relationships with members and clients, listening to needs and offering tailored financial advice to meet goals.

You will work with young people and individual members, balancing satisfaction with profitability and sound risk management while collaborating with partners to design integrated strategies and participating in community outreach.

Qualifications

• College diploma in a related field.
• A minimum of two years 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.

Skills

Interpersonal Savvy

Drive results

Customer Focus

Action oriented

Nimble learning

French language

Education

College diploma in a related field

Mutual fund representative certificate – Autorité des marchés financiers

Job description

Desjardins in Quebec invites a Personal Finance Advisor to develop lasting client relationships with members and clients, listening to needs and offering tailored financial advice to meet goals.

You will work with young people and individual members, balancing satisfaction with profitability and sound risk management while collaborating with partners to design integrated strategies and participating in community outreach.