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 members and clients.
• Advise clients on financial strategies and solutions.
• Drive results by recommending investments, loans, and insurance products.
• Manage client satisfaction and service quality.
• Stay updated on financial services industry trends.
• Participate in community outreach activities.
• Collaborate with various partners and experts.
• Utilize expertise in financial data integration.
• Understand compliance and legislation in financial services.
• Promote equity, diversity, and inclusion in the workplace.

Requirements

• College diploma in a related field.
• Minimum of two years of relevant experience.
• Mutual fund representative certificate.
• Knowledge of French is required.
• Familiarity with financial products and services.
• Understanding of debt management and compliance.
• Ability to assess and monitor financing applications.
• Strong interpersonal skills.
• Ability to drive results.
• Knowledge of service standards and operating procedures.

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.
• Equity, diversity, and inclusion initiatives.
• Positive workplace environment.
• Career development opportunities.
• Commitment to community service.