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Personal Finance Advisor
Desjardins. Advise members and clients on the most effective strategies and collaborate with them to define expected outcomes .
About the role
Key responsibilities & impact- Advise members and clients on the most effective strategies and collaborate with them to define expected outcomes
- 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 Caisse Desjardins in the community
Requirements
What you’ll need- Diploma from a trade school or college in a related field
- A minimum of one year of relevant experience
- Mutual Fund Representative certificate — Autorité des marchés financiers (AMF)
- Proficiency in 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 in retirement
- Group insurance, including telemedicine
- Reimbursement for health and wellness expenses and telework equipment
ATS Keywords
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Soft Skills
advisingcollaborationrelationship managementclient satisfaction assessmentservice quality improvementoutreach activitiescommunity representation
Certifications
Mutual Fund Representative certificateAutorité des marchés financiers (AMF)