Remote Personal Finance Advisor: Build Trusted Financial Plans

Desjardins; Sainte-Catherine-de-la-Jacques-Cartier; In loco; CAD 65.000 - 90.000; Tempo pieno

Vantaggi offerti da questo lavoro

Competitive salary and annual bonus

4 weeks of flexible vacation starting

Defined benefit pension plan

Group insurance including telemedicine

Reimbursement of health and wellness (

Telework equipment reimbursement

Benefits apply based on eligibility

Descrizione del lavoro

Desjardins in Quebec invites a Personal Finance Advisor to build lasting relationships with members and clients, listen to needs, and tailor advice on investments, loans and insurance to meet financial goals. You’ll work with individual members and businesses, balancing client satisfaction with prudent risk management.

You will stay informed on financial trends, collaborate with partners to design integrated strategies, and participate in community outreach while upholding Desjardins’ standards

Competenze

• Bachelor's degree in a related field.
• Minimum one year of relevant experience.
• French language proficiency required.
• Knowledge of current financial, economic, political and legislative events.
• Knowledge of Desjardins products, services and distribution networks.
• Knowledge of debt management and compliance with financial product distributions.

Mansioni

• 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.

Conoscenze

Interpersonal Savvy

Customer Focus

Drive Results

Nimble Learning

Communication

Formazione

Bachelor's degree in a related field

Descrizione del lavoro

Desjardins in Quebec invites a Personal Finance Advisor to build lasting relationships with members and clients, listen to needs, and tailor advice on investments, loans and insurance to meet financial goals. You’ll work with individual members and businesses, balancing client satisfaction with prudent risk management.

You will stay informed on financial trends, collaborate with partners to design integrated strategies, and participate in community outreach while upholding Desjardins’ standards