Personal Finance Advisor
Desjardins
full-time
Posted on:
Location Type: Hybrid
Location: Boucherville • 🇨🇦 Canada
Visit company websiteJob Level
Junior
About the role
- Develop and maintain lasting and trusting business relationships with members and clients
- Advise members and clients on the best strategies and work with them to identify expected results
- 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 represent the caisse in the community
Requirements
- Bachelor's degree in a related field
- A minimum of one year of relevant experience
- Mutual fund representative certificate – Autorité des marchés financiers
- Knowledge of French is required
- Notions of compliance with legislation respecting the distribution of financial products and services
- Understanding of the philosophy and fundamentals of financial services cooperatives
- Policies, legislation and standards related to products and services offered by the caisse
- Techniques used to assess and monitor individual financing applications
- Available for travel within the territory of Caisse Desjardins Des Patriotes
- Available 5 days a week, including one evening of work
Benefits
- Competitive salary and annual bonus
- 4 weeks of flexible vacation starting in the first year
- Defined benefit pension plan that provides predictable, stable income throughout retirement
- Group insurance including telemedicine
- Reimbursement of health and wellness expenses and telework equipment
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
mutual fund representative certificatefinancial product distribution compliancefinancing application assessment techniques
Soft skills
business relationship managementclient satisfaction assessmentservice quality improvementadvisory skillscommunity representation
Certifications
Bachelor's degreeAutorité des marchés financiers certification