Personal Finance Advisor
Desjardins
full-time
Posted on:
Location Type: Hybrid
Location: Sherbrooke • Canada
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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
- College diploma in a related field
- A minimum of two years of relevant experience
- Knowledge of French is required
- Advanced knowledge of English due to the nature of the duties or work tools or because the position involves interactions with English-speaking partners, members and/or clients.
- Advanced knowledge of Spanish due to the nature of the duties or work tools or because the position involves interactions with Spanish-speaking partners, members and/or clients.
- Available for travel within the Sherbrooke and Granby regions
- Must have a valid driver's licence and access to a vehicle
- Available to work Monday to Friday, with occasional evenings and weekends for representation 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 & Tools
bilingualismfinancial services knowledgemarket trend analysisclient relationship managementservice quality assessment
Soft Skills
advisingcommunicationcustomer satisfactionproblem-solvingcommunity outreach
Certifications
college diploma