Personal Finance Advisor - Remote

Overview

The Personal Finance Advisor plays a crucial role in developing and maintaining strong relationships with clients, providing tailored financial advice to help them achieve their financial goals.

In Short

• Full-time onsite for the first year, then hybrid work mode.
• Responsible for advising clients on financial strategies.
• Manage business relationships and assess client satisfaction.
• Stay updated on market trends and best practices.
• Participate in community outreach activities.
• Requires a college diploma and two years of relevant experience.
• Must hold a mutual fund representative certificate.
• Knowledge of French is required.
• Available for frequent travel and evening work.
• Emphasizes equity, diversity, and inclusion in the workplace.

Requirements

• College diploma in a related field.
• Minimum of two years of relevant experience.
• Mutual fund representative certificate.
• Knowledge of French is required.
• Action-oriented and customer-focused.
• Strong interpersonal skills and ability to drive results.
• Willingness to travel frequently.
• Available to work evenings as needed.

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 services.
• Reimbursement for health and wellness expenses.
• Telework equipment reimbursement.