Personal Finance Advisor - Remote

Overview

As a personal finance advisor, you’re responsible for developing and maintaining lasting and trusting business relationships with members and clients, ensuring their satisfaction and helping them meet their financial goals.

In Short

• Develop and maintain business relationships with clients.
• Advise on financial strategies and solutions.
• Manage client satisfaction and service quality.
• Stay updated on financial services and market trends.
• Participate in community outreach activities.
• Drive results through effective financial recommendations.
• Collaborate with partners to design integrated strategies.
• Available 5 days a week, including one evening.
• Knowledge of French is required.
• Must hold a mutual fund representative certificate.

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 in financial product distribution.
• Skills in assessing individual financing applications.

Benefits

• Competitive salary and annual bonus.
• 4 weeks of flexible vacation starting in the first year.
• Defined benefit pension plan for stable retirement income.
• Group insurance including telemedicine.
• Reimbursement for health and wellness expenses.
• Telework equipment reimbursement.