Remote Personal Finance Advisor – Flexible Vacation

Desjardins; Pont-Rouge; Remote; CAD 60,000 - 90,000; Full time

Benefits offered by this job

Annual bonus

4 weeks flexible vacation

Pension plan

Group insurance with telemedicine

Telework equipment reimbursement

Eligibility-based benefits

Job summary

Desjardins in Canada seeks a personal finance advisor to build lasting relationships with members and clients, tailoring advice to financial goals. You will listen to needs, offer suitable solutions, and collaborate with partners to design integrated strategies.

Interpersonal savvy and a client-focused mindset are essential. The role emphasizes advising on investments, loans, and insurance, while balancing satisfaction, profitability, and prudent risk management.

Qualifications

• College diploma in a related field.
• Minimum of two years 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 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

Drive results

Interpersonal Savvy

Nimble learning

Education

College diploma

Mutual fund certificate - Autorité des marchés financiers

Job description

Desjardins in Canada seeks a personal finance advisor to build lasting relationships with members and clients, tailoring advice to financial goals. You will listen to needs, offer suitable solutions, and collaborate with partners to design integrated strategies.

Interpersonal savvy and a client-focused mindset are essential. The role emphasizes advising on investments, loans, and insurance, while balancing satisfaction, profitability, and prudent risk management.