Apply on Kit Job: kitjob.ca/job/2g8u2k

Become a trusted personal finance advisor dedicated to enhancing client satisfaction and achieving financial goals. Collaborate with individuals and businesses to recommend tailored investment solutions and financial strategies.
In this pivotal role, you will develop and maintain strong relationships while advising clients on effective financial strategies. Your interpersonal skills will be crucial as you assess satisfaction and service quality, ensuring continuous improvement. You'll need to stay informed on industry trends and actively participate in community outreach activities to represent the service effectively.
Key Responsibilities:
• Advise clients on optimal financial strategies
• Manage and assess business relationships continually




• Follow up on member/client satisfaction levels
• Stay updated on financial market trends
• Participate in community outreach programs
Requirements:
• Bachelor’s degree in finance or related field
• Minimum one year of relevant experience required
• Mutual fund representative certification needed
• Knowledge of French is mandatory
• Robust interpersonal and customer-focused skills
Leverage your expertise in finance and relationship management to make a real impact in your clients' financial journeys.
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Apply on Kit Job: kitjob.ca/job/2g8u2k

📌 Client-Centric Personal Finance Advisor (Levis)
🏢 Desjardins
📍 Levis