Conseiller Ou Conseillère, Finances Personnelles Intergénérationnel

Desjardins General Insurance

Joliette, QC, Canada
Competitive salary; annual bonus included; defined...
Hybrid
Client relationship management
Financial needs analysis
Sales of investment products
Desjardins General Insurance is seeking a Personal Finance Advisor in Joliette, QC, to build lasting relationships with clients and provide tailored financial advice. The ideal candidate will possess strong interpersonal skills and relevant experience in financial services, particularly in assisting retirees and managing investment solutions

Job Summary

  • The role focuses on developing trusted relationships with youth and retired members to help them achieve their financial goals.
  • Candidates will act as experts in financing and play a key role in intergenerational wealth transfers and succession processing.
  • The position offers a competitive salary, annual bonus, flexible vacation time, and a defined benefit pension plan.

Matching Summary

Match Score: 85

Desjardins General Insurance is seeking a Personal Finance Advisor in Joliette, QC, to build lasting relationships with clients and provide tailored financial advice. The ideal candidate will possess strong interpersonal skills and relevant experience in financial services, particularly in assisting retirees and managing investment solutions.

Salary

Competitive salary; Annual bonus included; Defined benefit pension plan and collective insurance

Skills & Requirements

Must-have

  • Client relationship management
  • Financial needs analysis
  • Sales of investment products
  • Succession planning support
  • Interpersonal communication skills

Nice-to-have

  • Agility in learning new concepts
  • Cooperative philosophy understanding
  • Results-oriented mindset
  • Adaptability to changing situations

Key Requirements

  • DEC technical diploma
  • Minimum two years relevant experience
  • AMF Collective Savings Representative Certificate
  • French language proficiency

Work Rights

Not specified

Tailored Resume

Cover Letter