Personal financial advisor

We are seeking a personal financial advisor to support our members and clients with their financing, savings, and insurance needs. The ideal candidate is passionate about finance, motivated by connecting with others, and naturally good at supporting people in their life projects.

Requirements

• Meet the savings and credit needs of members, including mortgages
• Manage business relationships, assess satisfaction and service quality, follow up on these relationships and identify areas for improvement
• Advise our members and clients on personalized strategies and work with them to set well-defined and measurable financial goals
• Stay on top of the latest financial news and track market trends and best practices to enrich your advice and anticipate your clients' needs

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