Desjardins Personal Finance Expert (Quebec City)

Desjardins Personal Finance Expert (Quebec City)

21 Aug
|
Desjardins
|
Quebec City

21 Aug

Desjardins

Quebec City

Elevate your career at Desjardins as a Personal Finance Advisor, where you'll support clients in achieving their financial goals through targeted guidance and trusted relationships. This role offers a agile, client-focused experience.

As a temporary position for 12 months, you'll engage with a youthful clientele, offering tailored financial advice and recommendations. Your effectiveness in managing client relationships and assessing satisfaction will be vital. By staying informed on market trends, you’ll create integrated strategies that align with client needs while representing Desjardins positively.

Key Responsibilities:
• Advise clients on optimal financial strategies
• Assess satisfaction and improve service quality




• Maintain up-to-date knowledge of industry trends
• Engage in outreach activities within the community
• Collaborate with partners for integrated financial solutions

Requirements:
• Relevant college diploma
• At least two years of experience in finance
• Must hold mutual fund representative certification
• Fluency in French is essential
• Monday to Friday availability, including evenings

Bring your passion for finance and client service to Desjardins.
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📌 Desjardins Personal Finance Expert (Quebec City)
🏢 Desjardins
📍 Quebec City

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