Remote Personal Finance Advisor: Trusted Client Growth

Desjardins Group; Greater Sudbury; On-site; CAD 60,000 - 80,000; Full time

Job summary

A financial services provider in Sudbury is seeking a Personal Finance Advisor to build and maintain strong relationships with clients. Key responsibilities include advising clients on financial strategies, managing satisfaction levels, and representing the organization in the community. Ideal candidates will have a Bachelor's degree, at least one year of relevant experience, and a mutual fund representative certificate. Knowledge of French is essential, along with understanding current financial trends. This role offers a competitive salary and benefits.

Benefits

Competitive salary and annual bonus

4 weeks of flexible vacation

Defined benefit pension plan

Group insurance including telemedicine

Reimbursement of health and wellness expenses

Qualifications

• Bachelor's degree in a related field.
• A minimum of one year of relevant experience.
• Knowledge of French is required.
• Mutual fund representative certificate – Autorité des marchés financiers.

Responsibilities

• Advise members and clients on best strategies.
• Manage business relationships and assess satisfaction.
• Stay up-to-date on financial services industry.
• Participate in outreach activities and represent the caisse.

Job description

A financial services provider in Sudbury is seeking a Personal Finance Advisor to build and maintain strong relationships with clients. Key responsibilities include advising clients on financial strategies, managing satisfaction levels, and representing the organization in the community. Ideal candidates will have a Bachelor's degree, at least one year of relevant experience, and a mutual fund representative certificate. Knowledge of French is essential, along with understanding current financial trends. This role offers a competitive salary and benefits.