Maximize client satisfaction as a Personal Finance Advisor at Desjardins, focusing on affluent clientele. Provide strategic financial advice through a deep understanding of personal financing solutions. In this advisory role, you'll develop and nurture solid business relationships, addressing clients' specific financial needs.

Your background in financial analysis and business strategy design will be essential as you recommend appropriate financing options, including loans and insurance products. You will also ensure compliance while balancing risk and client objectives effectively. Key Responsibilities:
Cultivate lasting relationships with affluent clients
Assess client needs and provide fitting financial solutions




Recommend loans and insurance while managing client expectations
Authorize credit in accordance with regulations
Design integrated financial strategies with partners Requirements:
Bachelor's degree required in a relevant field
Minimum one year of finance experience necessary
Mutual fund representative certificate needed
French language proficiency essential
Knowledge of current financial trends is critical Bring your advisory expertise to help clients navigate their financial journeys with trust and success.

📌 Affluent Client Financial Advisor Needed L'île Perrot (L'Île-Perrot)
🏢 Jobtailor
📍 L'Île-Perrot