Make an impact in financial services as a Personal Finance Consultant in Western Montérégie. Desjardins is looking for a motivated individual with a passion for helping members achieve their goals.

As a Personal Finance Consultant at Desjardins, you will cater to members' financial needs by providing tailored advice. You'll play a crucial role in managing valuable relationships, ensuring satisfaction and understanding market dynamics. Your guidance will help clients establish transparent and realistic financial objectives.

Key Responsibilities: • Address savings and credit needs, focusing on mortgages • Follow up on business relationships to gauge satisfaction • Counsel clients on personalized financial plans • Keep up with market news and financial trends • Engage with the community on behalf of Desjardins

Requirements: • Driven to help clients in financial matters • Robust ability in interpersonal communication • Familiarity with market updates and financial strategies • Background in client service is helpful • Commitment to diversity and inclusion as core values

Bring your finance passion to Desjardins, helping members reach their financial aspirations in Montérégie. #J-18808-Ljbffr

📌 Montérégie Personal Finance Consultant Winnipeg
🏢 Desjardins
📍 Winnipeg