Financial Advisor Role with Desjardins (Quebec City)

Financial Advisor Role with Desjardins (Quebec City)

21 Aug
|
Desjardins
|
Quebec City

21 Aug

Desjardins

Quebec City

Drive financial success as a Financial Advisor at Desjardins. This role emphasizes relationship building and personalized advice to empower clients in achieving their financial objectives.

You will cultivate trustworthy relationships with clients, guiding them through investments, loans, and insurance options aligned with their goals. As an integral part of the team, you will evaluate client satisfaction, identify areas for improvement, and remain abreast of the latest market trends. Your contribution in outreach efforts will represent Desjardins' commitment to community engagement.

Key Responsibilities:
• Provide strategic financial advice tailored to individual needs
• Assess and improve client satisfaction and service quality
• Keep updated on financial industry changes and best practices
• Engage actively in community representational activities

Requirements:
• College diploma in a relevant field
• At least two years of industry experience
• Mutual fund representative certification necessary
• Proficiency in French required
• Must work one evening a week

Utilize your customer focus and results-driven approach at Desjardins to help clients thrive financially.
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📌 Financial Advisor Role with Desjardins (Quebec City)
🏢 Desjardins
📍 Quebec City

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