Personal Finance Advisor

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.

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.
• Benefits apply based on eligibility criteria.

Qualifications

• Bachelor's degree in a related field.

  Ready to Apply?

  Submit your application today and join our talented team at Desjardins.

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