Financial Advisor
4 days ago
As a Financial Advisor at Desjardins, you will play a key role in helping individuals and businesses achieve their financial goals. Your primary responsibility will be to develop and maintain lasting relationships with clients, providing them with expert advice on investments, loans, and insurance products.
Key Responsibilities:- Advise clients on investment strategies and help them identify expected results
- Manage business relationships, assess client satisfaction, 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 Desjardins in the community
- 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
- 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
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