Hybrid Personal Finance Advisor - Build Trusted Finances

desjardins; Saint-Apollinaire; Hybride; EUR 45 000 - 65 000; Plein temps

Avantages offerts par ce poste

Annual bonus

Flexible vacation

Pension plan

Group insurance

Health and wellness reimbursement

Telework equipment

Résumé du poste

Desjardins in Saint-Apollinaire, France, is seeking a personal finance advisor to build lasting relationships with members and clients, listen to their needs, and tailor advice that fits their financial goals. You will help clients choose investments, loans and insurance while balancing satisfaction with prudent risk management.

You will work with partners to design integrated strategies and uphold the philosophy of cooperative financial services.

Qualifications

• Bachelors degree or equivalent in a related field is required.
• Minimum one year of relevant experience in financial services.
• Mutual fund representative certificate is required or considered.

Responsabilités

• Advise members and clients on best strategies and work with them to identify expected results
• Manage business relationships, assess member/client satisfaction and service quality
• Stay up-to-date on the financial services industry, market trends and best practices
• Participate in outreach activities and represent the caisse in the community

Connaissances

Interpersonal savvy

Drive results

Customer focus

Nimble learning

Formation

Bachelor's degree in a related field

Mutual fund representative certificate – Autorité des marchés financiers

Description du poste

Desjardins in Saint-Apollinaire, France, is seeking a personal finance advisor to build lasting relationships with members and clients, listen to their needs, and tailor advice that fits their financial goals. You will help clients choose investments, loans and insurance while balancing satisfaction with prudent risk management.

You will work with partners to design integrated strategies and uphold the philosophy of cooperative financial services.