Hybrid Personal Finance Advisor

Posted last week

Apply now

About the role

  • Developing and maintaining lasting and trusting business relationships with members and clients
  • Advising members and clients on the best strategies and helping them choose appropriate solutions
  • Managing business relationships and assessing member/client satisfaction
  • Staying up-to-date on the financial services industry, market trends and best practices
  • Participating in outreach activities and representing 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
  • Knowledge of current financial, economic, political and legislative events

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

Report this job

See something inaccurate? Let us know and we'll update the listing.

Report job