Personal Finance Advisor — Remote Ready with Flexible Benefits

Desjardins; Granby; On-site; CAD 50,000 - 70,000; Full time

Job summary

A leading financial institution in Canada is seeking a Personal Finance Advisor in Granby. You will develop and maintain client relationships, advise on financial strategies, and represent the institution within the community. Candidates should possess a Bachelor’s degree, relevant experience, and a mutual fund representative certificate, with knowledge of French required. Competitive salary and benefits are offered in this role.

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

• At least one year of relevant experience in personal finance or related fields.
• Knowledge of current financial, economic, political and legislative events.
• Familiarity with products and services aimed at caisse members.

Responsibilities

• Advise clients on financial strategies tailored to their needs.
• Manage and assess member/client satisfaction and service quality.
• Represent Desjardins in community outreach activities.

Skills

Interpersonal Savvy

Client Relationship Management

Knowledge of Financial Services

Customer Focus

Action Oriented

Education

Bachelor's degree in a related field

Mutual fund representative certificate

Job description

A leading financial institution in Canada is seeking a Personal Finance Advisor in Granby. You will develop and maintain client relationships, advise on financial strategies, and represent the institution within the community. Candidates should possess a Bachelor’s degree, relevant experience, and a mutual fund representative certificate, with knowledge of French required. Competitive salary and benefits are offered in this role.