Personal Finance Advisor

As a personal finance advisor, you’ll develop and maintain lasting business relationships with members and clients, offering advice and 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
• Knowledge of French
• Knowledge of current financial, economic, political and legislative events
• Understanding of the philosophy and fundamentals of financial services cooperatives
• Debt management
• Notions of compliance with legislation respecting the distribution of financial products and services

Benefits

• Competitive salary and annual bonus
• 4 weeks of flexible vacation
• Defined benefit pension plan
• Group insurance including telemedicine
• Reimbursement of health and wellness expenses and telework equipment