Financial Services Advisor
2 weeks ago
We are seeking a Temporary Personal Finance Advisor to join our team for 16 months. This is a full-time on-site position.
As a key member of our team, you will be responsible for developing lasting business relationships with members and clients, ensuring their satisfaction. Your role will involve listening to their needs, providing personalized advice, and recommending solutions to meet their financial goals.
Key Responsibilities:
- Provide expert advice on financial services, investments, and insurance products.
- Develop and maintain strong business relationships with clients, ensuring their needs are met and exceeded.
- Conduct needs assessments, provide recommendations, and implement solutions to meet clients' financial objectives.
- Stay up-to-date on industry trends, market conditions, and best practices in the field of personal finance.
- Represent our organization in the community through outreach activities, building strong relationships with stakeholders and partners.
What We Offer:
- A competitive salary and annual bonus.
- Four weeks of flexible vacation time starting from the first year.
- A defined benefit pension plan providing predictable income throughout retirement.
- Group insurance including telemedicine services.
- Reimbursement for health and wellness expenses and telework equipment.
Requirements:
- A bachelor's degree in a related field.
- A minimum of one year of relevant experience in the financial services industry.
- Multiple certifications, including the Mutual Fund Representative certificate from the Autorité des marchés financiers.
- Fluency in French, with excellent communication and interpersonal skills.
- Knowledge of current financial, economic, and legislative events affecting the industry.
Apply today to become a part of our dynamic team and contribute to the success of our members and clients.
#LI-Onsite
Trade Union: Caisses et Centres du SLSJ - CSN
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