Personal Finance Advisor
Desjardins
full-time
Posted on:
Location Type: Hybrid
Location: Gatineau • 🇨🇦 Canada
Visit company websiteJob Level
Junior
About the role
- 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
- Stay up-to-date on the financial services industry, market trends and best practices
- Participate in outreach activities and represent the caisse in the community
Requirements
- Bachelor's degree in a related field
- A minimum of one year of relevant experience
- Mutual fund representative certificate – Autorité des marchés financiers
- Knowledge of French is required
- Knowledge of current financial, economic, political and legislative events
- Understanding of the philosophy and fundamentals of financial services cooperatives
- Policies, legislation and standards related to products and services offered by the caisse
- Service standards
- Techniques used to assess and monitor individual financing applications
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 of 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.
Hard skills
financial servicesmutual fund representativefinancing application assessmentservice quality monitoring
Soft skills
relationship managementclient advisingsatisfaction assessmentcommunity representation
Certifications
Bachelor's degreemutual fund representative certificate