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 achieve their financial goals.

In Short

• Develop and maintain business relationships with clients.
• Advise clients on financial strategies.
• Recommend investments, loans, and insurance products.
• Assess client satisfaction and service quality.
• Stay updated on financial services industry trends.
• Participate in community outreach activities.
• Manage and identify areas for improvement in client services.
• Work with partners to design integrated financial strategies.
• Utilize expertise in risk management and profitability.
• Engage with clients in both English and French.

Requirements

• Bachelor's degree in a related field.
• Minimum of one year of relevant experience.
• Mutual fund representative certificate.
• Knowledge of financial products and services.
• Understanding of compliance legislation.
• Proficiency in English and knowledge of French.
• Familiarity with current financial and economic events.
• Strong interpersonal skills.
• Customer-focused and results-driven.
• Ability to learn quickly and adapt.

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.
• Equity, diversity, and inclusion initiatives.
• Support for accessible recruitment processes.
• Positive workplace culture.
• Opportunity to work with a leading financial cooperative.