Advance your impact as a Personal Finance Advisor at Desjardins, where you will cultivate trust and provide creative financial solutions. In this hybrid role, you'll guide members in choosing investments, loans, and insurance options aligned with their goals.
As a key advisor, you will focus on relationship management and improving client satisfaction by strategically assessing their financial needs. Your role also requires staying current in the financial sector while connecting with various partners to meet diverse client demands.
Key Responsibilities:
• Offer personalized financial advice to clients
• Manage and enhance client relationships efficiently
• Keep pace with the financial services industry updates
• Lead community outreach and represent the organization
Requirements:
• Bachelor’s degree in a relevant discipline
• Minimum of one year of experience in finance
• Must possess the mutual fund representative certificate
• French language ability is mandatory
• Strong customer focus and interpersonal skills
Embrace new challenges and contribute to client success at Desjardins.
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📌 Desjardins Personal Finance Advisor Position (Saguenay)
🏢 Desjardins
📍 Saguenay