Personal Finance Advisor: Client Growth & Planning

Relevance; La Guadeloupe; On-site; CAD 55,000 - 90,000; Full time

Benefits offered by this job

Competitive salary and annual bonus

4 weeks of flexible vacation starting

Defined benefit pension plan

Group insurance including telemedicine

Reimbursement of health and wellness;

telework equipment

Job summary

Desjardins in Quebec seeks a personal finance advisor to build lasting relationships with members and clients, listening to needs and offering tailored financial solutions. You will advise on investments, loans and insurance while maintaining prudent risk management and community presence.

You work with individuals and businesses, staying current with market trends and best practices, and you participate in outreach activities representing the caisse in the community.

Qualifications

• Bachelor's degree in related field required.
• Minimum of one year of relevant experience.
• Mutual fund representative certificate (AMF) required.
• French language skills required.

Responsibilities

• Advise members and clients on best strategies and help identify expected results.
• Manage business relationships, assess satisfaction and service quality, and follow up for improvements.
• Stay up-to-date on the financial services industry, market trends and best practices.
• Participate in outreach activities and represent the caisse in the community.

Skills

Interpersonal Savvy

Customer Focus

Drive results

Nimble learning

Education

Bachelor's degree in a related field

Mutual fund representative certificate – Autorité des marchés financiers

Job description

Desjardins in Quebec seeks a personal finance advisor to build lasting relationships with members and clients, listening to needs and offering tailored financial solutions. You will advise on investments, loans and insurance while maintaining prudent risk management and community presence.

You work with individuals and businesses, staying current with market trends and best practices, and you participate in outreach activities representing the caisse in the community.