Trusted Personal Finance Advisor

Desjardins Group; Sainte-Thérèse; On-site; CAD 60,000 - 80,000; Full time

Job summary

A leading financial services provider in Canada is seeking a Personal Finance Advisor to develop strong client relationships and recommend appropriate financial solutions. Responsibilities include advising clients, managing satisfaction, and participating in community outreach. A Bachelor's degree and relevant experience are required, along with the ability to communicate in French. This position offers a competitive salary and flexible benefits including a pension plan and health insurance.

Benefits

Competitive salary and annual bonus

4 weeks of flexible vacation

Defined benefit pension plan

Group insurance

Reimbursement of health and wellness expenses

Qualifications

• Minimum of one year of relevant experience.
• Knowledge of French is required.
• Understanding of compliance with legislation in financial services.

Responsibilities

• Advise members and clients on financial strategies.
• Manage business relationships and assess client satisfaction.
• Participate in community outreach activities.

Skills

Interpersonal Savvy

Action Oriented

Customer Focus

Nimble Learning

Drive Results

Education

Bachelor's degree in a related field

Mutual fund representative certificate

Job description

A leading financial services provider in Canada is seeking a Personal Finance Advisor to develop strong client relationships and recommend appropriate financial solutions. Responsibilities include advising clients, managing satisfaction, and participating in community outreach. A Bachelor's degree and relevant experience are required, along with the ability to communicate in French. This position offers a competitive salary and flexible benefits including a pension plan and health insurance.