Hybrid Personal Finance Advisor

Posted last month

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About the role

  • Provide personal finance advice to clients
  • Assist clients with their financial needs and goals
  • Manage client relationships and ensure satisfaction
  • Collaborate with team members to enhance service delivery

Requirements

  • College diploma in a related field
  • A minimum of two years of relevant experience
  • Knowledge of French is required
  • Action oriented
  • Customer Focus
  • Differences
  • Nimble learning

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

JuniorMid level

Salary

Not specified

Degree requirement

Associate's Degree

Location requirements

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