Trusted Personal Finance Advisor for Assigned Clients

Desjardins; Montreal; Hybrid; CAD 60,000 - 90,000; Full time

Benefits offered by this job

Competitive salary + annual bonus

Flexible vacation (4 weeks)

Defined benefit pension plan

Group insurance incl. telemedicine

Health and wellness reimbursement and

Telework equipment

Job summary

Desjardins is seeking a personal finance advisor to build lasting relationships with members and clients, listening to their needs and offering tailored guidance to help achieve financial goals.

You will support advisor teams by handling financing and insurance needs, promote loans and insurance, and leverage new technologies and channels while protecting clients' interests. Strong interpersonal skills are essential.

Qualifications

• Two years of relevant experience or more
• Mutual fund representative certificate - AMF
• French language proficiency required
• Other combinations of qualifications and relevant experience may be considered

Responsibilities

• Help members and clients set goals and advise them on the best strategies.
• 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 be present in the community

Skills

Interpersonal savvy

Customer focus

Drive for results

Education

College diploma in a related field

Job description

Desjardins is seeking a personal finance advisor to build lasting relationships with members and clients, listening to their needs and offering tailored guidance to help achieve financial goals.

You will support advisor teams by handling financing and insurance needs, promote loans and insurance, and leverage new technologies and channels while protecting clients' interests. Strong interpersonal skills are essential.