Personal Finance Advisor: Trusted Guidance & Growth

Desjardins Technology Group; Toronto; On-site; CAD 65,000 - 85,000; Full time

Benefits offered by this job

Annual bonus

Flexible vacation

Pension plan

Group insurance including telemedicine

Wellness reimbursement

Telework equipment

Job summary

Desjardins Technology Group is seeking a Personal Finance Advisor to build lasting relationships with members and clients, listening to their needs and offering tailored financial guidance. You will advise on investments, loans and insurance, working with a young and diverse client base.

Responsibilities include managing relationships, ensuring satisfaction, staying current with market trends, and representing the caisse in community outreach.

Qualifications

• Requires professional financial advisory capability to recommend investments, loans and insurance.
• Must manage relationships, assess satisfaction and identify improvement areas.
• Stay up-to-date on financial services industry trends and best practices.
• Participate in outreach and represent the caisse in the community.

Responsibilities

• Advise members and clients on the best strategies and work with them to identify expected results.
• Manage business relationships, assess member/client satisfaction and service quality, follow up and identify areas for improvement.
• Stay up-to-date on the financial services industry, market trends and best practices in your field.
• Participate in outreach activities and represent the caisse in the community.

Skills

Action oriented

Customer Focus

Interpersonal Savvy

Drive results

Nimble learning

Differences

Education

College diploma in a related field

Mutual fund representative certificate – Autorité des marchés financiers

Job description

Desjardins Technology Group is seeking a Personal Finance Advisor to build lasting relationships with members and clients, listening to their needs and offering tailored financial guidance. You will advise on investments, loans and insurance, working with a young and diverse client base.

Responsibilities include managing relationships, ensuring satisfaction, staying current with market trends, and representing the caisse in community outreach.