Bilingual Financial Advisor
Anne Whitten Bilingual Recruitment Inc. - Mississauga, ON

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Excellent opportunity for a proactive and highly motivated individual! The opportunity is as a Bilingual Financial Advisor with a leading Credit Union. This is a salaried position with a bonus structure. Working hours are Monday to Friday with no evenings or weekends. The successful candidate will be:

  • Fluent in both English and French
  • Have 6 months experience in a similar role
  • Possess a Mutual Funds License or CSC
  • Have excellent communications/interpersonal skills

Our client offers:

  • Immediate benefits
  • Salary plus a bonus
  • Pension Plan
  • Other benefits such as gym membership

Responsibilities:

  • Establish and maintain a personalized business relationship with members who generally have financial assets not exceeding $100,000.
  • Manage Group Investment accounts and recommend Investment Strategies.
  • Meet the financing needs of members, specifically in terms of mortgages.
  • Advise members on the best strategies for yielding profit from their accumulated capital.
  • Support the financing needs of business clients not serviced through business centres if the type and amount of financing qualifies them for the Desjardins Business Freedom Solutions package.
  • Pay attention to members’ expectations and needs in an effort to improve service quality.
  • Perform analysis required to recommend the approval or refusal of credit applications.
  • Take part in business development, identify new business opportunities as well as promote and sell products and services.

Indeed - 13 months ago - save job - block
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