Elevate your career as a Personal Finance Advisor with Desjardins, where client relationships are at the forefront. Help individuals and businesses achieve their financial goals through expert advice and tailored solutions.
In this role, you'll develop and maintain trusting relationships with members and clients. Advising them on effective financial strategies while assessing their satisfaction is key. Your expertise will guide diverse clients in making informed decisions regarding investments, loans, and insurance products.
Key Responsibilities:
• Advise clients on tailored financial strategies
• Manage relationships and assess satisfaction levels
• Stay updated on industry trends and best practices
• Participate in community outreach activities
Requirements:
• Bachelor’s degree in relevant field
• Minimum one year of relevant experience
• Mutual fund representative certificate required
• Knowledge of financial and legislative events
• Bilingualism in French is necessary
Bring your interpersonal savvy and dedication to client success to the Desjardins team as a Personal Finance Advisor.
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📌 Personal Finance Advisor at Desjardins (Quebec City)
🏢 Desjardins
📍 Quebec City
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