27 Aug
|
Desjardins
|
Saguenay
27 Aug
Desjardins
Saguenay
Advance your impact as a Personal Finance Advisor at Desjardins, where you will cultivate trust and provide cutting-edge 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
Robust customer focus and interpersonal skills Embrace recent challenges and contribute to client success at Desjardins.
📌 Desjardins Personal Finance Advisor Position Saguenay
🏢 Desjardins
📍 Saguenay