Financial Advisor Role with Desjardins (Quebec City)

Financial Advisor Role with Desjardins (Quebec City)

18 Aug
|
Desjardins
|
Quebec City

18 Aug

Desjardins

Quebec City

Become a vital part of Desjardins as a Financial Advisor, focusing on developing client relationships and offering tailored financial solutions. Drive results through expert advisement in investment, loans, and insurance products.

As a Financial Advisor, you'll engage directly with clients—especially young members—to identify their financial needs and recommend appropriate strategies. Your role is pivotal in enhancing member satisfaction while contributing to business objectives. Maintain a strong grasp of market trends to ensure you provide the best guidance possible.

Key Responsibilities:
• Offer strategic financial advice to clients
• Evaluate and enhance business relationships




• Stay informed about financial services industry developments
• Manage community outreach and representation tasks
• Collaborate with experts for client strategy design

Requirements:
• College diploma in a finance-related field
• Two years of relevant experience required
• Mutual fund representative certification from AMF
• Bilingualism in French and English is essential
• Solid customer service and interpersonal skills

Join Desjardins and elevate your career in financial advisory.
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📌 Financial Advisor Role with Desjardins (Quebec City)
🏢 Desjardins
📍 Quebec City

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