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, to ensure they’re satisfied. Your role is to listen to members’ and clients’ needs, offer them advice that fits their financial situation and help them choose appropriate solutions to meet their financial goals.

In Short

• Develop and maintain business relationships with clients.
• Advise clients on financial strategies and solutions.
• Drive results by recommending investments, loans, and insurance products.
• Assess member/client satisfaction and service quality.
• Stay updated on financial services industry trends.
• Participate in community outreach activities.
• Manage business relationships effectively.
• Work closely with various partners and experts.
• Balance client satisfaction with business objectives.
• Utilize financial data integration knowledge.

Requirements

• College diploma in a related field.
• Minimum of two years of relevant experience.
• Mutual fund representative certificate.
• Knowledge of French is required.
• Knowledge of current financial and economic events.
• Understanding of financial products and services.
• Knowledge of compliance legislation.
• Familiarity with investment and financing activities.
• Strong interpersonal skills.
• Action-oriented and customer-focused.

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.