Become a Personal Finance Advisor at Desjardins and partner with clients to achieve their financial goals. Leverage your expertise to recommend the best investment, loan, and insurance options while ensuring client satisfaction.

In this hybrid role, you will cultivate solid relationships with individual members and businesses, assessing their financial needs and proposing tailored solutions. Your insights into the financial services industry and market trends are crucial for driving results. Engage in community outreach and represent Desjardins with professionalism while managing client satisfaction and service quality.

Key Responsibilities:
• Advise clients on effective financial strategies




• Manage and assess client satisfaction through follow-ups
• Stay updated on financial industry trends and best practices
• Participate in community outreach activities

Requirements:
• Bachelor’s degree in a related field
• Minimum one year of relevant experience
• Mutual fund representative certificate required
• Knowledge of economic and legislative events
• Understanding of financial service cooperatives

Excel in financial advising and enhance client relationships at Desjardins.
#J-18808-Ljbffr

📌 Personal Finance Advisor at Desjardins (Quebec City)
🏢 Desjardins Group
📍 Quebec City