Personal Finance Advisor - Remote

Overview

The Personal Finance Advisor is responsible for developing and maintaining trusting relationships with clients, providing tailored financial advice, and recommending suitable financial products to meet their goals.

In Short

• Develop and maintain relationships with clients.
• Advise on financial strategies and products.
• Recommend loans and insurance solutions.
• Ensure client satisfaction and service quality.
• Stay updated on market trends and best practices.
• Participate in community outreach activities.
• Manage business relationships effectively.
• Balance client satisfaction with business objectives.
• Collaborate with partners to design integrated strategies.
• Utilize expertise in financial services for clients' benefit.

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, economic, and legislative events.
• Knowledge of tax and financial issues for individuals and businesses.
• Familiarity with compliance and legislation regarding financial products.
• Skills in customer service and interpersonal relations.
• Action-oriented and results-driven mindset.
• Ability to learn and adapt quickly.

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.