Build lasting client relationships as a Personal Finance Advisor. Offer tailored financial advice while balancing member satisfaction with strategic business objectives in a agile environment.
This role requires interpersonal savvy and dedication to understanding client needs. You will advise individual members and businesses, focusing on investment opportunities, loans, and insurance products. Engaging in community outreach is also essential, allowing you to represent financial solutions effectively.
Key Responsibilities:
• Advise clients on suitable financial strategies
• Manage and assess business relationships
• Follow up on client satisfaction and service quality
• Stay updated on financial market trends
• Engage in community outreach activities
Requirements:
• Bachelor’s degree in a related field
• At least 1 year of relevant experience
• Mutual fund representative certificate required
• French language proficiency necessary
• Knowledge of debt management strategies
Utilize your financial expertise to enhance strategies that align member goals with optimal solutions successfully.
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Apply on Kit Job: kitjob.ca/job/2g94op
📌 Trusted Personal Finance Advisor (Edmundston)
🏢 Desjardins
📍 Edmundston
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