Financial Planning Consultant delivering wealth - management advice to CIBC high - net - worth clients. Analyzing portfolios, creating retirement plans, and partnering with branch advisors to provide investment solutions.
About the role
- Personal Finance Advisor at Desjardins Group, developing and maintaining client relationships for financial services. Advising on investments, loans, and services tailored to clients' financial goals.
Responsibilities
- Develop and maintain lasting and trusting business relationships with members and clients
- Listen to members’ and clients’ needs, offer them advice that fits their financial situation
- Manage business relationships, assess member/client satisfaction and service quality
- Stay up-to-date on the financial services industry, market trends and best practices
- 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
- Knowledge of current financial, economic, political and legislative events
- Debt management
- Notions of compliance with legislation respecting the distribution of financial products and services
- Understanding of the philosophy and fundamentals of financial services cooperatives
- Service standards
- Techniques used to assess and monitor individual financing applications
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
Job type
Experience level
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