Wealth and Personal Finance Advisor - Remote

Desjardins Group; Los Angeles (CA); Hybrid; USD 75,000 - 105,000; Full time

Benefits offered by this job

Competitive salary and annual bonus

4 weeks of flexible vacation starting

Defined benefit pension plan

Group insurance including telemedicine

Reimbursement of health and wellness

Job summary

Desjardins Group in Los Angeles is seeking a Personal Finance Advisor to build lasting relationships with members and clients, listen to needs, and offer tailored financial solutions across lending, investments, and insurance.

You will stay current on market trends, work with partners to design integrated strategies, and help drive results while balancing client satisfaction with risk management, including opportunities for telework and a comprehensive benefits package.

Qualifications

• Minimum one year of relevant experience in financial services.
• Bachelor's degree required; other combinations may be considered.
• Knowledge of mutual funds and Canadian financial regulations.

Responsibilities

• Advise members/clients on strategies to meet financial goals.
• Manage relationships, assess satisfaction, and identify improvement areas.
• Stay up-to-date on market trends and best practices.
• Represent the caisse in the community.

Skills

Interpersonal savvy

Drive results

Education

Bachelor's degree in related field

Mutual fund representative certificate - Autorité des marchés financiers

Job description

Desjardins Group in Los Angeles is seeking a Personal Finance Advisor to build lasting relationships with members and clients, listen to needs, and offer tailored financial solutions across lending, investments, and insurance.

You will stay current on market trends, work with partners to design integrated strategies, and help drive results while balancing client satisfaction with risk management, including opportunities for telework and a comprehensive benefits package.