As a Personal Finance Specialist at Desjardins, you will build trusting relationships with clients and advise them on effective financial strategies for success. This role is pivotal in providing expert financial solutions.

Your responsibilities include evaluating clients’ financial situations and ensuring their satisfaction with tailored services. You will actively participate in improving service quality while staying abreast of market trends. Collaborate with partners to implement strategies that address client needs effectively.

Key Responsibilities:
• Develop and maintain client satisfaction through advisement
• Manage business relationships and assess service effectiveness
• Engage in outreach activities to promote Desjardins' services




• Offer insights on loans and insurance product recommendations
• Keep current on financial regulations and market conditions

Requirements:
• Bachelor's degree in a relevant discipline
• Minimum of one year of experience in financial advising
• Bilingual in French and English required
• In-depth knowledge of financial products and services
• Understanding of compliance and legislative standards

Ensure client satisfaction and successful financial outcomes with your expertise at Desjardins.
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📌 Desjardins Personal Finance Specialist (Quebec City)
🏢 Desjardins
📍 Quebec City