Personal Finance Advisor providing tailored financial advice and managing client relationships. Collaborating with team members to enhance service delivery in a hybrid work environment.
Responsibilities
Provide personal finance advice to clients
Assist clients with their financial needs and goals
Manage client relationships and ensure satisfaction
Collaborate with team members to enhance service delivery
Requirements
College diploma in a related field
A minimum of two years of relevant experience
Knowledge of French is required
Action oriented
Customer Focus
Differences
Nimble learning
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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