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Personal Finance Advisor - Remote

Posted 2 days ago
Sales / Business
Full Time
Canada

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

  • Advise members and clients on financial strategies
  • Manage business relationships and assess client satisfaction
  • Stay updated on financial services industry trends
  • Participate in outreach activities and community representation
  • Recommend investments, loans, and insurance products
  • Work closely with partners to design integrated strategies
  • Balance client satisfaction with business objectives
  • Utilize interpersonal skills to drive results
  • Understand compliance and financial product legislation
  • Engage in continuous learning and development

Requirements

  • Bachelor's degree in a related field
  • Minimum of one year of relevant experience
  • Mutual fund representative certificate
  • Knowledge of French is required
  • Familiarity with current financial and economic events
  • Understanding of financial services cooperatives
  • Knowledge of service standards and assessment techniques
  • Action-oriented and customer-focused
  • Ability to learn quickly and adapt
  • Strong interpersonal skills

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 reimbursement

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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