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, to ensure they’re satisfied. Your role is to listen to members’ and clients’ needs, offer them advice that fits their financial situation and help them choose appropriate solutions to meet their financial goals.

In Short

• Advise members and clients on the best financial strategies.
• Manage business relationships and assess client satisfaction.
• Stay up-to-date on financial services industry trends.
• Participate in outreach activities within the community.
• Drive results by recommending investments and insurance products.
• Collaborate with partners to design integrated strategies.
• Utilize expertise in balancing client satisfaction and business objectives.
• Maintain knowledge of compliance and legislation in financial services.
• Work closely with individual members and businesses.
• Foster interpersonal relationships to enhance service quality.

Requirements

• Bachelor's degree in a related field.
• Minimum of one year of relevant experience.
• Mutual fund representative certificate – Autorité des marchés financiers.
• Knowledge of French is required.
• Understanding of financial services cooperatives.
• Knowledge of debt management techniques.
• Familiarity with compliance legislation.
• Strong interpersonal skills and ability to drive results.
• Willingness to learn and innovate.
• Ability to assess and monitor 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 of health and wellness expenses.
• Telework equipment reimbursement.
• Equity, diversity, and inclusion commitment.
• Positive workplace environment.
• Accommodations available for recruitment process.
• Opportunity to be part of a leading cooperative financial group.