Financial Advisor
2 months ago
As a Personal Finance Advisor at Desjardins, you will play a key role in developing and maintaining lasting relationships with members and clients. Your primary responsibility will be to listen to their needs, provide personalized advice, and help them achieve their financial goals. You will work closely with a diverse client base, consisting mainly of individual members and businesses, to drive results and ensure their satisfaction.
Key Responsibilities- Advise members and clients on investment strategies and help them identify expected results
- Manage business relationships, assess member/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
Drive results, Interpersonal Savvy
#LI-Hybrid
Trade Union
Non-unionized
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