Conseiller Ou Conseillère - Finances Personnelles

Desjardins General Insurance

L'Île-des-Soeurs, Quebec, Canada
Competitive salary; annual bonus available; define...
**
Bachelor's degree in appropriate discipline
Minimum one year relevant experience
Amf collective savings representative certificate
** Desjardins General Insurance is seeking a Personal Finance Advisor for a temporary position in L'Île-des-Soeurs, Quebec, focusing on building lasting relationships with clients while providing tailored financial advice. The ideal candidate should possess relevant experience and a degree, along with strong interpersonal skills and knowledge of financial products. **

Job Summary

  • This temporary six-month role involves developing lasting business relationships with individual and corporate members to ensure their satisfaction.
  • The position requires advising clients on investment, financing, and protection strategies while aligning member needs with business objectives and risk management.
  • Desjardins offers a competitive salary, annual bonus, flexible vacation time, and a defined benefit pension plan as part of the compensation package.

Matching Summary

Match Score: 75

** Desjardins General Insurance is seeking a Personal Finance Advisor for a temporary position in L'Île-des-Soeurs, Quebec, focusing on building lasting relationships with clients while providing tailored financial advice. The ideal candidate should possess relevant experience and a degree, along with strong interpersonal skills and knowledge of financial products. **

Salary

Competitive salary; Annual bonus available; Defined benefit pension plan included

Skills & Requirements

Must-have

  • Bachelor's degree in appropriate discipline
  • Minimum one year relevant experience
  • AMF Collective Savings Representative Certificate
  • Fluent French language skills
  • Intermediate to advanced English proficiency

Nice-to-have

  • Knowledge of cooperative philosophy
  • Strong interpersonal relationship skills
  • Client-focused orientation
  • Agile learning mindset
  • Results-driven approach

Key Requirements

  • Bachelor's degree required
  • One year minimum experience
  • AMF certification mandatory
  • French fluency required
  • English intermediate level required

Work Rights

Not specified

Tailored Resume

Cover Letter