Personal Finance Advisor
Desjardins
full-time
Posted on:
Location Type: Hybrid
Location: Laurier-Station • Canada
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About the role
- Develop and maintain business relationships with members and clients
- Advise members and clients on optimal financial strategies
- Manage business relationships and assess client satisfaction
- Stay up to date on the financial services industry and market trends
- Participate in outreach activities and represent the Caisse Desjardins in the community
Requirements
- College diploma in a related field
- Minimum of two years of relevant experience
- Mutual fund representative certificate — Autorité des marchés financiers (AMF)
- Knowledge of French is required
Benefits
- Competitive salary and annual bonus
- Four weeks of flexible vacation starting in the first year
- Defined benefit pension plan providing 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
business relationship managementclient satisfaction assessmentfinancial strategy advisingcommunity representationoutreach activities participation
Certifications
mutual fund representative certificateAutorité des marchés financiers (AMF)