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Personal Finance Advisor

  • Remote, Canada

Remote

Full-time

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Job details

Job type
Full-time
Workplace
Remote
Remote eligibility
Canada listed. Check the posting for province restrictions.
Posting language
English
Posted

Original job description

What we offer*

  • 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.

What you bring to the table

  • College diploma in a related field

  • A minimum of two years of relevant experience

  • Please note that other combinations of qualifications and relevant experience may be considered

  • Knowledge of French is required

Action oriented, Customer Focus, Differences, Nimble learning

At Desjardins, we believe in equity, diversity and inclusion. We're committed to welcoming, respecting and valuing people for who they are as individuals, learning from their differences, embracing their uniqueness, and providing a positive workplace for all. At Desjardins, we have zero tolerance for discrimination of any kind. We believe our teams should reflect the diversity of the members, clients and communities we serve.

If there's something we can do to help make the recruitment process or the job you're applying for more accessible, let us know. We can provide accommodations at any stage in the recruitment process. Just ask!

Job Family

Member/client sales and service (FG)
More about this job

Responsibilities

As a Personal Finance Advisor, you will provide financial advice and services to clients. You will be responsible for understanding client needs and offering tailored financial solutions.

Requirements

Candidates should have a college diploma in a related field and a minimum of two years of relevant experience. Knowledge of French is required, and other combinations of qualifications may be considered.

Skills

  • Action Oriented
  • Customer Focus
  • Differences
  • Nimble Learning

Benefits

  • Competitive Salary
  • Annual Bonus
  • Flexible Vacation
  • Defined Benefit Pension Plan
  • Group Insurance
  • Reimbursement of Health and Wellness Expenses
  • Telework Equipment

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