Elevate your career as a Temporary Personal Finance Advisor with Desjardins. Assist members and clients in achieving financial goals through tailored advice and expert strategies over a 5-month period.
In this role, you'll forge trusting relationships and provide personalized financial solutions to individuals, specifically targeting young professionals. You will ensure member satisfaction while managing business objectives and maintaining profitability. Your expertise will facilitate effective risk management and collaboration with various financial partners.
Key Responsibilities:
• Advise clients on optimal financial strategies and results
• Manage and assess client satisfaction and service quality
• Stay informed on industry trends and best practices
• Participate in community outreach and represent Desjardins
Requirements:
• College diploma in a relevant field
• Minimum of two years’ experience in finance
• Mutual fund representative certificate from OSC
• Bilingual in French and English
• Solid interpersonal and customer service skills
Utilize your financial expertise to support Desjardins’ members in achieving their goals.
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📌 Temporary Personal Finance Advisor Role (Ontario)
🏢 Desjardins
📍 Ontario
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