Personal Finance Advisor

Essential Requirements

• Bachelor's degree or equivalent experience.
• 3 years to less than 5 years of experience in financial planning.
• Knowledge of desktop publishing software.
• Ability to work in a bank or caisse populaire in the financial services industry.
• Authorization to work in Canada and willingness to relocate.

• 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.

Hybrid work arrangement. Attention to detail. Dependability. Efficient interpersonal skills. Interpersonal awareness. Judgement. Organized.

• Morning, day, and evening shifts.
• Hybrid workplace.

• Are you authorized to work in Canada?
• Are you willing to relocate for this position?
• Do you have experience working in this field?
• Do you have the required certifications listed in the job posting?
• Do you live near the job location?
• Do you meet the language requirements listed in the job posting?

• Dental plan.
• Disability benefits.
• Health care plan.
• Paramedical services coverage.
• Vision care benefits.
• Financial benefits as per collective agreement.
• Pension plan.
• Team building opportunities.
• Travel insurance.