Apply on Kit Job: kitjob.ca/job/2fskk9

Embrace the role of a Personal Finance Advisor in a hybrid format. Focus on building robust client relationships and providing personalized financial solutions tailored to their needs.
As a Personal Finance Advisor, you'll be responsible for understanding and addressing the financial goals of individual members and businesses. This hybrid position emphasizes relationship management, where you'll assess client satisfaction and deliver tailored advice to foster success. Staying abreast of financial trends and best practices is crucial for effective recommendations.
Key Responsibilities:
• Listen and identify client financial needs
• Deliver tailored financial solutions and advice
• Monitor client satisfaction and service delivery




• Stay updated on industry trends and best practices
• Represent the organization in community engagements
Requirements:
• Bachelor’s degree in finance or related area
• At least 1 year of relevant experience
• Required mutual fund representative certificate
• Knowledge of French is mandatory
• Demonstrated customer focus and interpersonal skills
Leverage your financial expertise to guide clients towards achieving their financial aspirations while nurturing long-lasting relationships.
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Apply on Kit Job: kitjob.ca/job/2fskk9

📌 Client-Focused Personal Finance Advisor in Hybrid Work Model (Saguenay)
🏢 Desjardins Group
📍 Saguenay