Expertise in tax, financial, and succession planning
Desjardins General Insurance is seeking a Personal Finance Advisor to build and maintain trusting relationships with clients, offering tailored financial advice to help them achieve their goals. The ideal candidate should possess relevant experience and a strong understanding of financial products, with a focus on customer satisfaction and result-driven strategies
Job Summary
The role involves developing and maintaining trusted business relationships with affluent individual members and corporate clients.
Candidates will act as experts in financing, providing tailored advice on funding solutions and protection strategies to meet client objectives.
The position offers a competitive salary, an annual bonus, four weeks of flexible vacation from the first year, and a defined benefit pension plan.
Matching Summary
Match Score: 85
Desjardins General Insurance is seeking a Personal Finance Advisor to build and maintain trusting relationships with clients, offering tailored financial advice to help them achieve their goals. The ideal candidate should possess relevant experience and a strong understanding of financial products, with a focus on customer satisfaction and result-driven strategies.
Salary
Competitive salary; Annual bonus included; Benefits include 4 weeks flexible vacation, defined benefit pension, collective insurance, and telework equipment reimbursement
Skills & Requirements
Must-have
Bachelor's degree in appropriate discipline
Minimum one year of relevant experience
Expertise in tax, financial, and succession planning