Personal Financial Advisor - Salaberry-de-Valleyfield - beBeeFinancialAdvisor

    beBeeFinancialAdvisor
    beBeeFinancialAdvisor Salaberry-de-Valleyfield

    1 week ago

    Full time

    Job title: Conseiller ou conseillère, Finances personnelles

    Description

    A personal finance advisor plays a key role in fostering lasting relationships with members and clients. This involves actively listening to their needs, providing tailored advice that suits their financial situation, and guiding them toward suitable solutions for achieving their financial goals.

    Responsibilities

    • Advise members on strategies for managing finances effectively
    • Analyze client satisfaction levels, assess service quality, and identify areas for improvement

    The successful candidate will be part of an interdisciplinary team working closely with various partners to develop integrated strategies aligned with the needs of members and clients.


    To excel in this position:



    • Bachelor's degree in finance or related field is required; other combinations of qualifications may also be considered
    • Mutual fund representative certification from Autorité des marchés financiers is mandatory
    • Possess knowledge of French language as well as current economic trends.

      personal financier.Advisor ,Management


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