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 relationships with clients.
• Advise on financial strategies and solutions.
• Manage client satisfaction and service quality.
• Stay informed on industry trends and best practices.
• Participate in community outreach activities.
• Recommend investments, loans, and insurance products.
• Work closely with various partners and experts.
• Balance client satisfaction with business objectives.
• Contribute to integrated financial strategies.
• Drive results and improve service quality.

Requirements

• Bachelor's degree in a related field.
• Minimum of one year of relevant experience.
• Mutual fund representative certificate.
• Knowledge of French is required.
• Understanding of financial services and compliance.
• Knowledge of current financial and economic events.
• Skills in assessing financing applications.
• Strong interpersonal skills.
• Ability to drive results.
• Familiarity with financial products and services.

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 reimbursement.
• Inclusive workplace environment.
• Commitment to equity and diversity.
• Accessibility accommodations available.
• Opportunities for career growth.