Personal Finance Advisor helping Desjardins members and clients in Rimouski choose financial solutions. Managing relationships and recommending investments, loans, and insurance products.
About the role
- Personal Finance Advisor at Desjardins guiding clients to meet their financial goals. Build lasting relationships and advise on investments, loans, and insurance products to ensure satisfaction and sound risk management.
Responsibilities
- 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
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
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Personal Finance Advisor advising Desjardins members and businesses on investments, loans, insurance, and financial strategies. Building trusted relationships and representing the caisse in Rimouski.
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