Desjardins

Desjardins

📍 Location: Caisse Desjardins du Nord de Lanaudière city is not specified, so I will leave it as is., Canada

Desjardins serves as a leading cooperative financial group, committed to offering diverse, reliable financial solutions.

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Personal Finance Advisor

bookmark
1 week ago
🛢️ Workday
Full Time
💻 Hybrid
🟢 Entry level (1 Years)
💼 Business Development Jobs
💰 Finance
✍️ Full Description
As a personal finance advisor, you will develop and maintain business relationships with members and clients, offer financial advice, and help them choose solutions to meet their financial goals.

Requirements

  • Bachelor's degree in a related field
  • A minimum of one year of relevant experience
  • Mutual fund representative certificate – Autorité des marchés financiers

Benefits

  • 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
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