Shape financial futures as a Personal Finance Advisor with Desjardins. Cultivate trust and provide advice tailored to individual client needs for long-term success.
As a Personal Finance Advisor, you will leverage your two years of experience and financial knowledge to support members, especially young individuals, in navigating their financial journeys. You will balance client satisfaction with business goals while acting as a resource for integrated strategies that enhance financial wellbeing. Community outreach and representation will also be key aspects of your role.
Key Responsibilities:
• Offer customized financial advice to clients
• Manage and improve client relationships and satisfaction
• Stay informed on market changes and best practices
• Participate in community outreach for Desjardins
Requirements:
• College diploma in a related field
• Minimum of two years' experience in financial advising
• Certification as a mutual fund representative
• French language knowledge is essential
• Comprehensive understanding of financial product compliance
Utilize your knowledge and interpersonal skills to empower clients at Desjardins as they achieve their financial goals.
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📌 Desjardins Personal Finance Advisor Role Quebec City
🏢 Desjardins
📍 Quebec City
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