Personal Finance Advisor
Desjardins
full-time
Posted on:
Location Type: Hybrid
Location: Beauport • 🇨🇦 Canada
Visit company websiteJob Level
Junior
About the role
- Develop and maintain lasting and trusting business relationships with members and clients
- Listen to members’ and clients’ needs and offer appropriate financial advice
- Recommend investments, loans, and insurance products
- Work with various partners and experts to design integrated strategies
- 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
- Knowledge of current financial, economic, political and legislative events
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
financial adviceinvestment recommendationsloan recommendationsinsurance products knowledgeintegrated strategy design
Soft skills
business relationship managementactive listeningcommunity outreachtrust building
Certifications
Bachelor's degreeMutual fund representative certificate