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Personal Finance Advisor
Desjardins. Develop and maintain lasting and trusting business relationships with members and clients .
About the role
Key responsibilities & impact- Develop and maintain lasting and trusting business relationships with members and clients
- 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
What you’ll need- College diploma in a related field
- A minimum of two years of relevant experience
- Mutual fund representative certificate – Autorité des marchés financiers
- Knowledge of French is required
- Knowledge of assessment and monitoring techniques for personal financing applications
- Knowledge of operational procedures related to financing and investment activities
Benefits
Comp & perks- 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
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
assessment techniquesmonitoring techniquespersonal financing applicationsoperational proceduresfinancing activitiesinvestment activities
Soft Skills
business relationship managementclient satisfaction assessmentservice quality improvementadvisingcommunity representation
Certifications
mutual fund representative certificateAutorité des marchés financiers