Enhance client relationships as a Personal Finance Consultant. Engage with clients to assess their financial needs, recommend investments, and guide them towards achieving their financial goals in a hybrid work environment.
This role involves developing long-term, trusting relationships with members and clients. You will assess satisfaction, provide tailored advice, and stay updated on market trends and best practices. Collaboration with various partners is essential to design effective financial strategies that meet diverse client needs.
Key Responsibilities:
• Advise clients on tailored financial strategies
• Manage relationships and assess client satisfaction
• Stay informed on financial industry trends
• Conduct outreach activities within the community
• Collaborate with experts for integrated solutions
Requirements:
• Bachelor's degree in related field required
• Minimum one year of relevant experience
• Proficient in French needed
• Knowledge of financial products and services
• Robust interpersonal and customer-focused skills
Shape financial futures by effectively recommending products and ensuring client satisfaction through personalized advice and exceptional service.
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Apply on Kit Job: kitjob.ca/job/2fskuf
📌 Hybrid Personal Finance Consultant (Mont-Joli)
🏢 Desjardins Group
📍 Mont-Joli
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