Join Desjardins as a Personal Finance Consultant, dedicated to fostering trusted client relationships through expert financial advice. Your role focuses on identifying tailored financial solutions and guiding clients effectively.

In this role, you will manage business relationships with both individual members and businesses, ensuring a high level of client satisfaction. You will leverage your industry knowledge to provide clients with optimal investment, loan, and insurance recommendations while representing Desjardins within the community.

Key Responsibilities:
• Provide clients with personalized financial advisory services
• Monitor and enhance member/client satisfaction
• Remain knowledgeable of market trends in finance




• Engage in outreach to positively represent Desjardins

Requirements:
• Bachelor’s degree in a related discipline
• Minimum of one year of experience in finance or customer service
• Necessary mutual fund representative certification
• Proficient in French for effective communication
• Solid focus on client satisfaction and relationship building

Combine your financial insight with Desjardins' commitment to support clients in achieving their financial aspirations.
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📌 Personal Finance Consultant At Desjardins Quebec City (Canada)
🏢 Desjardins
📍 Canada