Enhance your career as a Personal Finance Advisor with Desjardins, focusing on client satisfaction and personalized financial solutions. Use your expertise to guide clients to their financial goals in a supportive workplace.
In this 12-month temporary position, you’ll develop strong relationships with young members and clients, providing tailored advice and strategies. Your interpersonal skills will be crucial as you assess service quality and identify improvement areas. Stay updated on industry trends while representing Desjardins in community outreach activities.
Key Responsibilities:
• Advise clients on effective financial strategies
• Manage and assess client satisfaction and service quality
• Follow up and identify areas for relationship improvement
• Stay informed on market trends and best practices
• Participate in community outreach and representation
Requirements:
• College diploma in a relevant field
• Minimum of two years' experience in financial services
• Mutual fund representative certificate required
• Bilingual in French and English
• Available Monday to Friday, including one evening
Bring your skills to Desjardins and support clients in achieving their financial aspirations.
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📌 Personal Finance Advisor at Desjardins (Quebec City)
🏢 Desjardins
📍 Quebec City
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