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Personal Finance Advisor, Assigned Clientele
DesjardinsPersonal Finance Advisor at Desjardins fostering relationships with members and clients. Advising on financial strategies and managing insurance and financing needs in hybrid work environment.
About the role
Key responsibilities & impact- Help members and clients set goals and advise them on the best strategies
- 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 be present 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
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
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Soft Skills
CommunicationProblem-SolvingInterpersonal Skills
Certifications
Mutual Fund Representative Certificate