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Personal Finance Advisor
Desjardins. Develop and maintain business relationships with members and clients .
About the role
Key responsibilities & impact- 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
What you’ll need- 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
Comp & perks- 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
ATS Keywords
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Soft Skills
business relationship managementclient satisfaction assessmentfinancial strategy advisingcommunity representationoutreach activities participation
Certifications
mutual fund representative certificateAutorité des marchés financiers (AMF)