Hybrid Personal Finance Advisor

Posted 2 weeks ago

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About the role

  • Develop and maintain lasting and trusting business relationships with members and clients
  • Advise members and clients on the best strategies and work with them to identify expected results
  • Manage business relationships, assess member/client satisfaction and service quality, follow up and identify areas for improvement
  • Stay up-to-date on the financial services industry, market trends and best practices in your field
  • Participate in outreach activities and represent the caisse in the community

Requirements

  • Bachelor's degree in a related field
  • A minimum of one year of relevant experience
  • Mutual fund representative certificate – Autorité des marchés financiers
  • Knowledge of French is required
  • Notions of compliance with legislation respecting the distribution of financial products and services
  • Understanding of the philosophy and fundamentals of financial services cooperatives
  • Policies, legislation and standards related to products and services offered by the caisse
  • Techniques used to assess and monitor individual financing applications
  • Available for travel within the territory of Caisse Desjardins Des Patriotes
  • Available 5 days a week, including one evening of work

Benefits

  • Competitive salary and annual bonus
  • 4 weeks of flexible vacation starting in the first year
  • Defined benefit pension plan that provides predictable, stable income throughout retirement
  • Group insurance including telemedicine
  • Reimbursement of health and wellness expenses and telework equipment

Job title

Personal Finance Advisor

Job type

Experience level

Junior

Salary

Not specified

Degree requirement

Bachelor's Degree

Location requirements

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