Personal Finance Advisor — Remote & Flexible Vacation

Desjardins; Ville-Marie; On-site; CAD 55,000 - 85,000; Full time

Benefits offered by this job

Annual bonus

4 weeks vacation

Pension plan

Group insurance

Wellness reimbursement

Telework equipment

Job summary

Desjardins in Quebec invites a personal finance advisor to build lasting relationships with members and clients, listen to their needs, and recommend investments, loans and insurance to reach their financial goals.

You will work with individuals and business clients, coordinate with partners to design integrated strategies, stay current on industry trends, and participate in community outreach; French language is required.

Qualifications

• Bachelor's degree in a related field.
• Minimum of one year of relevant experience.
• Mutual fund representative certificate – Autorité des marchés financiers.
• Knowledge of French is required.

Responsibilities

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

Skills

Interpersonal savvy

Client relationship management

Listening skills

Communication

Education

Bachelor's degree in a related field

Job description

Desjardins in Quebec invites a personal finance advisor to build lasting relationships with members and clients, listen to their needs, and recommend investments, loans and insurance to reach their financial goals.

You will work with individuals and business clients, coordinate with partners to design integrated strategies, stay current on industry trends, and participate in community outreach; French language is required.