Personal Finance Advisor - Client Growth & Planning

Desjardins Group; Blainville; On-site; CAD 55,000 - 75,000; Full time

Job summary

A leading financial services institution in Blainville is seeking a Personal Finance Advisor to develop and maintain strong business relationships with clients. You will advise clients on financial strategies and solutions while staying updated on industry trends. Candidates should have a Bachelor’s degree, at least one year of experience, and knowledge of French is essential. A competitive salary, annual bonus, and comprehensive benefits are offered.

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.
• Available for frequent travel at the request of members and clients.

Responsibilities

• Develop lasting business relationships with members and clients.
• Advise members and clients on the best financial strategies.
• Participate in outreach activities representing the caisse.

Skills

Interpersonal savvy

Knowledge of current financial events

Debt management

Compliance with legislation

Education

Bachelor's degree in a related field

Mutual fund representative certificate

Job description

A leading financial services institution in Blainville is seeking a Personal Finance Advisor to develop and maintain strong business relationships with clients. You will advise clients on financial strategies and solutions while staying updated on industry trends. Candidates should have a Bachelor’s degree, at least one year of experience, and knowledge of French is essential. A competitive salary, annual bonus, and comprehensive benefits are offered.