Financial Advisor
2 weeks ago
About the Job:
As a Financial Advisor at Desjardins, you will be responsible for developing and maintaining lasting business relationships with members and clients to ensure their satisfaction. Your role is to listen to their financial needs, offer advice tailored to their situation, and help them choose the right solutions to meet their goals. You will work closely with a client base consisting primarily of individual members and businesses, requiring strong interpersonal skills.
Key Responsibilities:
- Advise members and clients on the best financial strategies and work with them to identify expected results
- Manage business relationships, assess member/client satisfaction, and service quality, followed by identifying 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
What We Offer:
- Competitive salary and annual bonus
- 4 weeks of flexible vacation starting in the first year
- Defined benefit pension plan providing predictable, stable income throughout retirement
- Group insurance including telemedicine
- Reimbursement of health and wellness expenses and telework equipment
What You Bring:
- Bachelor's degree in a related field
- A minimum of 1 year of relevant experience
- Hold a mutual fund representative certificate from the Ontario Securities Commission
- Strong communication skills in both French and English, both oral and written
- Knowledge of current financial, economic, political, and legislative events
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