Personal Finance Advisor - Remote

Overview

The Personal Finance Advisor is responsible for developing and maintaining strong business relationships with clients, offering tailored financial advice to help them achieve their financial goals.

In Short

• Develop and maintain trusting relationships with clients.
• Advise on financial strategies and solutions.
• Drive results through recommendations for investments, loans, and insurance.
• Manage client satisfaction and service quality.
• Stay updated on market trends and best practices.
• Participate in outreach activities within the community.
• Work with various partners to design integrated strategies.
• Meet eligibility criteria for benefits such as flexible vacation and insurance.
• Contribute to equity, diversity, and inclusion in the workplace.
• Ensure compliance with financial industry regulations.

Requirements

• College diploma in a related field.
• Minimum of two years of relevant experience.
• Mutual fund representative certificate required.
• Knowledge of French is required.
• Strong interpersonal skills and customer focus.
• Ability to drive results and adapt quickly.
• Commitment to diversity and inclusion.
• Willingness to participate in community outreach.
• Action-oriented and results-driven mindset.
• Experience in financial services preferred.

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 for health and wellness expenses.
• Telework equipment reimbursement.
• Support for equity, diversity, and inclusion initiatives.
• Access to professional development opportunities.
• Positive workplace culture and environment.
• Commitment to community engagement.