Desjardins

Personal Finance Advisor

Desjardins

full-time

Posted on:

Location Type: Hybrid

Location: Saint-Pascal • Canada

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Job 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 credit union 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 (AMF)
  • Knowledge of French is required
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.

Soft Skills
advisingrelationship managementclient satisfaction assessmentservice quality improvementoutreach activitiescommunity representation
Certifications
Bachelor's degreeMutual Fund Representative certificateAutorité des marchés financiers (AMF)