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Personal Finance Advisor - Remote

Posted 3 weeks ago
Sales / Business
Full Time
Canada

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

T.P

The Personal

Desjardins Financial Security is part of Desjardins Group, the largest cooperative financial group in North America, serving over 52,000 employees. Recognized as one of Canada's top employers in 2024, Desjardins offers a comprehensive range of financial products and services, including personal and business services, wealth management, and various insurance solutions. The organization is committed to equity, diversity, and inclusion, fostering a positive workplace that values individual differences and promotes accessibility throughout the recruitment process. Pursuing a career at Desjardins means joining a people-first organization dedicated to building strong relationships with its members and clients.

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