Remote Personal Finance Advisor: Client Solutions & Growth

Desjardins Technology Group; Toronto; On-site; CAD 55,000 - 75,000; Full time

Benefits offered by this job

Competitive salary

Annual bonus

4 weeks vacation

Pension plan

Group insurance

Telemedicine

Wellness reimbursement

Telework equipment

Job summary

Desjardins Technology Group in Canada seeks a Personal Finance Advisor to develop lasting client relationships, listening to needs and advising on investments, loans and insurance to meet financial goals.

You will work with a client base of youth and individual members, balancing satisfaction with profitability and prudent risk management. The role involves outreach and community representation.

Qualifications

• Two years of relevant experience (minimum).
• Mutual fund representative certificate required.
• Knowledge of French is required.

Responsibilities

• Advise members and clients on best strategies and expected results.
• Manage business relationships and assess satisfaction; follow up and identify improvements.
• Stay up-to-date on financial services industry, market trends and best practices.
• Participate in outreach activities and represent the caisse in the community.

Skills

Interpersonal Savvy

Drive results

Customer Focus

Nimble learning

Action oriented

Education

College diploma in a related field

Mutual fund representative certificate – Autorité des marchés financiers

Job description

Desjardins Technology Group in Canada seeks a Personal Finance Advisor to develop lasting client relationships, listening to needs and advising on investments, loans and insurance to meet financial goals.

You will work with a client base of youth and individual members, balancing satisfaction with profitability and prudent risk management. The role involves outreach and community representation.