Personal Finance Advisor
Desjardins
full-time
Posted on:
Location Type: Hybrid
Location: Hawkesbury • 🇨🇦 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
- Stay up-to-date on the financial services industry, market trends and best practices
- 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 from the Ontario Securities Commission
- Strong communication skills in both French and English, both oral and written
- Knowledge of current financial, economic, political and legislative events
- Understanding of the philosophy and fundamentals of financial services cooperatives
- Techniques used to assess and monitor individual financing applications
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 servicesmember/client satisfaction assessmentservice quality managementfinancing application assessment
Soft skills
communication skillsrelationship managementadvisingoutreach activities
Certifications
Bachelor's degreeMutual fund representative certificate