27 Aug
|
Desjardins Group
|
Quebec City
27 Aug
Desjardins Group
Quebec City
Join Desjardins as a Personal Finance Consultant to guide clients towards achieving their financial goals. Utilize your expertise to manage key investments, insurance products, and personal finances. In this role, you’ll be instrumental in developing and maintaining robust relationships with clients.
You'll provide them with comprehensive investment advice tailored to their needs, ensuring satisfaction while meeting business objectives. Stay current on industry trends and collaborate with partners to deliver integrated financial strategies. Key Responsibilities:
Offer tailored financial advice to clients based on needs
Monitor and improve client satisfaction and service delivery
Keep abreast of financial markets and best practices
Represent Desjardins in community outreach initiatives Requirements:
Bachelor’s degree in finance or a related field
At least one year of relevant industry experience
Required mutual fund representative certification
Fluent in French for effective client communication
Knowledge of financial products and regulations Utilize your financial advisory skills to empower clients at Desjardins.
📌 Desjardins Personal Finance Consultant Quebec City
🏢 Desjardins Group
📍 Quebec City