Personal Finance Advisor – Remote in Pont-Rouge

Personal Finance Advisor – Remote in Pont-Rouge

Pont-Rouge Full-Time 63000 - 77000 $ / year (est.) Hybrid
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At a Glance

  • Tasks: Help clients achieve their financial goals with tailored advice and solutions.
  • Company: Join Desjardins, a leading financial institution in Canada.
  • Benefits: Enjoy flexible vacation, competitive pay, and a supportive work environment.
  • Other info: Work remotely and enjoy a dynamic career with growth opportunities.
  • Why this job: Make a real difference in people's lives while growing your finance expertise.
  • Qualifications: Strong interpersonal skills and a passion for client-focused financial advice.

The predicted salary is between 63000 - 77000 $ per year.

Desjardins in Canada seeks a personal finance advisor to build lasting relationships with members and clients, tailoring advice to financial goals.

You will listen to needs, offer suitable solutions, and collaborate with partners to design integrated strategies.

Interpersonal savvy and a client-focused mindset are essential.

The role emphasizes advising on investments, loans, and insurance, while balancing satisfaction, profitability, and prudent risk management.

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Personal Finance Advisor – Remote in Pont-Rouge employer: Desjardins

Desjardins is an exceptional employer that fosters a collaborative and inclusive work culture, making it an ideal place for professionals looking to thrive in the legal field. With a strong emphasis on employee development and innovation, you will have the opportunity to lead a dedicated team while contributing to meaningful outcomes for clients and members. Located in a vibrant community, Desjardins offers competitive benefits and a commitment to diversity, ensuring that every employee feels valued and empowered.

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Contact Details:

Desjardins Recruitment Team

We think you need these skills to ace Personal Finance Advisor – Remote in Pont-Rouge

Communication Skills
Problem-Solving Skills
Time Management
Adaptability
Flexibility
Sales Skills
Self-Motivation