Personal Finance Advisor - Remote

Overview

As a personal finance advisor, you will develop and maintain trusting business relationships with clients, providing tailored financial advice and solutions to help them achieve their financial goals.

In Short

• Develop and maintain relationships with clients
• Advise clients on financial strategies
• Manage business relationships and assess client satisfaction
• Stay updated on financial industry trends
• Participate in community outreach activities
• Recommend investment, loan, and insurance products
• Work with various partners to design integrated strategies
• Available to work one evening per week
• Must possess a mutual fund representative certificate
• Knowledge of French and English is required

Requirements

• Bachelor's degree in a related field
• Minimum of one year of relevant experience
• Knowledge of current financial and economic events
• Understanding of compliance with financial legislation
• Familiarity with financial products and services
• Techniques for assessing individual financing applications
• Skills in customer focus and interpersonal communication
• Action-oriented and results-driven
• Nimble learning abilities

Benefits

• Competitive salary and annual bonus
• 4 weeks of flexible vacation starting in the first year
• Defined benefit pension plan
• Group insurance including telemedicine
• Reimbursement of health and wellness expenses
• Telework equipment provided
• Commitment to equity, diversity, and inclusion
• Positive workplace environment