Trusted Personal Finance Advisor

Desjardins Group; Canada; On-site; CAD 60,000 - 90,000; Full time

Benefits offered by this job

Competitive salary

Annual bonus

4 weeks vacation

Defined benefit pension

Group insurance

Telemedicine

Wellness reimbursements

Telework equipment

Job summary

Desjardins Group in Canada seeks a personal finance advisor to build lasting relationships with members and clients, understand their needs, and recommend suitable financial solutions. You will work with a client base of young people and individual members, providing targeted advice on investments, loans, and insurance.

You will collaborate with partners to design integrated strategies that balance client satisfaction with business goals, profitability, and prudent risk management, while

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 best strategies and help identify expected results.
• Manage business relationships, assess satisfaction and service quality, and follow up for improvements.
• Stay up-to-date on financial services industry trends and best practices.
• Participate in outreach activities and represent Desjardins in the community.

Skills

Action oriented

Customer focus

Drive results

Interpersonal savvy

Nimble learning

Education

College diploma in related field

Mutual fund representative certificate (AMF)

Job description

Desjardins Group in Canada seeks a personal finance advisor to build lasting relationships with members and clients, understand their needs, and recommend suitable financial solutions. You will work with a client base of young people and individual members, providing targeted advice on investments, loans, and insurance.

You will collaborate with partners to design integrated strategies that balance client satisfaction with business goals, profitability, and prudent risk management, while