Personal Finance Advisor
Desjardins
full-time
Posted on:
Location Type: Hybrid
Location: Cowansville • 🇨🇦 Canada
Visit company websiteJob Level
Junior
About the role
- 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
- Knowledge of current financial, economic, political and legislative events
- Knowledge of analysis of individual markets, business leaders, and the caisse's external environment (e.g. clients, market trends and competitors)
- Knowledge of debt management
- Knowledge of compliance with legislation respecting the distribution of financial products and services
- Action oriented
- Customer Focus
- Differences
- Drive results
- Interpersonal Savvy
- Nimble learning
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
debt managementanalysis of individual marketsknowledge of financial productsknowledge of market trendsknowledge of compliance legislation
Soft skills
action orientedcustomer focusdrive resultsinterpersonal savvynimble learning
Certifications
Mutual fund representative certificateBachelor's degree