Personal Finance Advisor
Desjardins
full-time
Posted on:
Location Type: Hybrid
Location: Champlain • Canada
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Job Level
About the role
- Advise members and clients on optimal strategies and collaborate with them to define expected outcomes
- Manage business relationships, evaluate member/client satisfaction and service quality, follow up, and identify areas for improvement
- Keep up to date on the financial services industry, market trends and best practices in your area
- Participate in outreach activities and represent the caisse in the community
Requirements
- Bachelor’s degree in a related field
- Minimum of one year of relevant experience
- Mutual Fund Representative certification — Autorité des marchés financiers (AMF)
- Knowledge of French is required
- Willingness to travel to the Caisse Desjardins de Mékinac-Des Chenaux service centers
- Availability to work Monday to Friday
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 for 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
advisingcollaborationrelationship managementclient satisfaction evaluationservice quality improvementoutreach activitiescommunity representation
Certifications
Bachelor’s degreeMutual Fund Representative certificationAutorité des marchés financiers (AMF)