Personal Finance Advisor

Desjardins; Saint-Avre; Sur place; EUR 35 000 - 50 000; Plein temps

Résumé du poste

A leading financial services organization seeks a personal finance advisor to foster strong relationships with clients and guide them in achieving financial goals. The role entails advisory duties, relationship management, and community outreach, requiring a balanced mix of expertise in financial products and interpersonal skills. Competitive salary, bonuses, and a comprehensive benefits package await the successful candidate.

Prestations

Competitive salary and annual bonus

4 weeks of flexible vacation

Defined benefit pension plan

Group insurance including telemedicine

Reimbursement for health and wellness expenses

Qualifications

• Minimum of one year of relevant experience.
• Knowledge of French is required.
• Other combinations of qualifications and experience may be considered.

Responsabilités

• Advise members and clients on optimal strategies and expected results.
• Manage business relationships and assess service quality.
• Stay informed about industry trends and best practices.

Connaissances

Customer Focus

Interpersonal Savvy

Action-oriented

Drive Results

Nimble Learning

Formation

Bachelor's degree in a related field

Mutual fund representative certificate

Description du poste

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As a personal finance advisor, you’re responsible for developing and maintaining lasting and trusting business relationships with members and clients to ensure their satisfaction. Your role involves listening to members’ and clients’ needs, offering advice suited to their financial situations, and helping them choose appropriate solutions to meet their financial goals. You work closely with a client base mainly consisting of individual members and businesses, making interpersonal savvy essential. You drive results by recommending investments, loans, and insurance products. You leverage your expertise to balance member/client satisfaction, business objectives, profitability, and prudent risk management. You collaborate with various partners and experts to design strategies that meet the needs of members and clients. Specifically, you will be required to:

• Advise members and clients on optimal strategies and work with them to identify expected results
• Manage business relationships, assess satisfaction and service quality, follow up, and identify areas for improvement
• Stay informed about the financial services industry, market trends, and best practices
• Participate in outreach activities and represent the organization in the community

What we offer*

• Competitive salary and annual bonus
• 4 weeks of flexible vacation starting in the first year
• Defined benefit pension plan providing predictable, stable income throughout retirement
• Group insurance including telemedicine
• Reimbursement for health and wellness expenses and telework equipment

*

What you bring to the table

• Bachelor's degree in a related field
• A minimum of one year of relevant experience
• Other combinations of qualifications and experience may be considered
• Mutual fund representative certificate – Autorité des marchés financiers
• Knowledge of French is required

Additional competencies include: Action-oriented, Customer Focus, Drive Results, Interpersonal Savvy, Nimble Learning.

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Trade Union (If applicable)