Personal Finance Advisor - Remote

Overview

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

In Short

• Full-time position with a focus on client satisfaction.
• Advise clients on financial strategies and solutions.
• Manage business relationships and assess service quality.
• Stay updated on financial industry trends and practices.
• Participate in community outreach activities.
• Requires a Bachelor's degree and relevant experience.
• Knowledge of French and advanced English proficiency required.
• Understanding of financial products and services.
• Skills in customer focus and interpersonal relations are essential.
• Work on-site in Midland, Canada.

Requirements

• Bachelor's degree in a related field.
• Minimum of two years of relevant experience.
• Mutual fund representative certificate.
• Knowledge of current financial and legislative events.
• Understanding of compliance legislation.
• Skills in assessing financing applications.
• Action-oriented and results-driven.
• Interpersonal savvy and nimble learning abilities.

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.