Personal Finance Advisor - Client Growth & Planning

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

Job summary

A leading financial services provider in Mirabel is seeking a personal finance advisor to develop and maintain business relationships with clients. You will advise clients on financial strategies, manage satisfaction, and stay up-to-date on market trends. The ideal candidate has a Bachelor's degree, relevant experience, and must be fluent in French. The position offers a competitive salary and benefits, with a hybrid work model after the first year.

Benefits

Competitive salary

Annual bonus

4 weeks of flexible vacation

Defined benefit pension plan

Group insurance including telemedicine

Reimbursement of health and wellness expenses

Qualifications

• Minimum of one year of relevant experience.
• Knowledge of French is required.
• Available for frequent travel and evening work.

Responsibilities

• Advise members and clients on financial strategies.
• Manage business relationships and assess service quality.
• Stay updated on market trends and best practices.

Skills

Interpersonal skills

Debt management

Knowledge of financial regulations

Education

Bachelor's degree in a related field

Mutual fund representative certificate

Job description

A leading financial services provider in Mirabel is seeking a personal finance advisor to develop and maintain business relationships with clients. You will advise clients on financial strategies, manage satisfaction, and stay up-to-date on market trends. The ideal candidate has a Bachelor's degree, relevant experience, and must be fluent in French. The position offers a competitive salary and benefits, with a hybrid work model after the first year.