Remote Personal Finance Advisor

Desjardins; Rivière-Rouge; Vor Ort; CAD 52.000 - 78.000; Vollzeit

Benefits dieser Stelle

Annual bonus

Flexible vacation

Pension plan

Group insurance

Wellness reimbursement

Telework equipment

Zusammenfassung

Desjardins in Canada seeks a Personal Finance Advisor to build lasting relationships with members and clients, listen to needs, and offer tailored financial advice. You’ll drive results while balancing profitability and prudent risk management, collaborating with partners to design integrated strategies.

The role emphasizes client service, ongoing learning, and active outreach in the community, with strong French language requirements and a professional certification path.

Qualifikationen

• Bachelor's degree in a related field.
• Minimum of one year of relevant experience.
• Mutual fund representative certificate – Autorité des marchés financiers.
• French language proficiency required.
• Other combinations of qualifications and relevant experience may be considered.

Aufgaben

• 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

Kenntnisse

Client relationships

Financial advisory

Interpersonal savvy

Drive results

Nimble learning

Ausbildung

Bachelor's degree in a related field

Mutual fund representative certificate – Autorité des marchés financiers

Jobbeschreibung

Desjardins in Canada seeks a Personal Finance Advisor to build lasting relationships with members and clients, listen to needs, and offer tailored financial advice. You’ll drive results while balancing profitability and prudent risk management, collaborating with partners to design integrated strategies.

The role emphasizes client service, ongoing learning, and active outreach in the community, with strong French language requirements and a professional certification path.