Personal finance advisor

Job in Sept-Iles, Sept-Îles, Province de Québec, Canada

Listing for: Caisse populaire Desjardins de Sept-Îles

Full Time position
Listed on 2026-06-12

Job specializations:

Finance & Banking
Financial Consultant, Financial Advisor, Financial Analyst, Financial Sales

Location: Sept-Iles

Durée de l'emploi:
Permanent
Langue de travail:
Français
Heures de travail: 35 hours per week
Education:
Expérience:
Bachelor's degree
or equivalent experience
Relocation costs not covered by employer
Bank or caisse populaire
Financial services industry
Advise on trust account investments
Identify clients' financial goals and objectives
Analyze clients' financial records
Develop financial plans for clients
Make recommendations concerning cash management, insurance coverage, investment planning, retirement and estate planning
Desktop publishing software
Financial planning
Attention to detail
Accurate
Dependability
Efficient interpersonal skills
Interpersonal awareness
Judgement
Organized
Do you have experience working in this field?
Do you have the required certifications listed in the job posting?
Do you meet the language requirements listed in the job posting for the position (English or French)?
Evening
3 years to less than 5 years
Morning
Day
Hybrid

Health benefits

Dental plan
Disability benefits
Health care plan
Paramedical services coverage
Vision care benefits
As per collective agreement
Pension plan
Team building opportunities
Travel insurance

Note that applications are not being accepted from your jurisdiction for this job currently via this jobsite. Candidate preferences are the decision of the Employer or Recruiting Agent, and are controlled by them alone.
To Search, View & Apply for jobs on this site that accept applications from your location or country, tap here to make a Search:
View / Apply for Jobs
Matching My Jurisdiction