Remote Personal Finance Advisor | Client Growth & Strategy

Desjardins; Quebec; On-site; CAD 52,000 - 78,000; Full time

Benefits offered by this job

Competitive salary

Annual bonus

4 weeks vacation

Defined benefit pension

Group insurance

Telework equipment

Wellness reimbursement

Job summary

Desjardins is seeking a Personal Finance Advisor to develop lasting relationships with members and clients, listening to needs and offering suitable financial advice. You will collaborate with a client base of individuals and businesses, balancing customer satisfaction with profitability and prudent risk management.

In this role you will stay informed about market trends, work with partners to design integrated strategies, and participate in community outreach to represent the caisse.

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 the best strategies and expected results.
• Manage business relationships, assess 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

Customer focus

Interpersonal savvy

Drive results

Nimble learning

Education

Bachelor's degree

Mutual fund certificate (AMF)

Job description

Desjardins is seeking a Personal Finance Advisor to develop lasting relationships with members and clients, listening to needs and offering suitable financial advice. You will collaborate with a client base of individuals and businesses, balancing customer satisfaction with profitability and prudent risk management.

In this role you will stay informed about market trends, work with partners to design integrated strategies, and participate in community outreach to represent the caisse.