Personal Finance Advisor - Growth & Client Impact

Desjardins; Rouyn-Noranda; On-site; CAD 30,000 - 60,000; Full time

Job summary

A prominent financial institution in Rouyn-Noranda seeks a Personal Finance Advisor to cultivate relationships with clients and provide tailored financial solutions. The ideal candidate will have a college diploma and at least two years of experience, along with a mutual fund representative certificate. This role emphasizes client satisfaction and requires a good command of French. We offer a competitive salary, flexible vacation, and a defined benefit pension plan, creating an attractive work environment for diverse individuals.

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

• Minimum of two years of relevant experience.
• Knowledge of French is required.

Responsibilities

• Advise members and clients on financial strategies.
• Manage business relationships and assess satisfaction.
• Stay updated on industry trends and practices.
• Participate in community outreach activities.

Skills

Interpersonal Savvy

Customer Focus

Action Oriented

Drive Results

Nimble Learning

Education

College diploma in a related field

Mutual fund representative certificate

Job description

A prominent financial institution in Rouyn-Noranda seeks a Personal Finance Advisor to cultivate relationships with clients and provide tailored financial solutions. The ideal candidate will have a college diploma and at least two years of experience, along with a mutual fund representative certificate. This role emphasizes client satisfaction and requires a good command of French. We offer a competitive salary, flexible vacation, and a defined benefit pension plan, creating an attractive work environment for diverse individuals.