Shape financial success for clients as a Personal Finance Advisor at Desjardins. Your role focuses on building trust, advising on investments, and developing tailored financial solutions.
At Desjardins, you will cultivate long-term relationships with individual members and businesses. This role requires listening to clients’ needs, offering relevant advice, and recommending suitable financial products. You'll balance client satisfaction and business objectives while staying informed on industry trends and best practices.
Key Responsibilities: • Advise clients on effective financial strategies • Manage and assess client satisfaction continuously • Recommend investment, loan, and insurance products • Stay updated on market trends in financial services • Represent Desjardins in community outreach activities
Requirements: • Bachelor's degree in a related field • One year of relevant experience required • Mutual fund representative certificate from AMF • Fluent in French • Robust interpersonal and action-oriented skills
Deliver expert financial guidance, build lasting relationships, and help clients achieve their goals at Desjardins. #J-18808-Ljbffr
📌 Personal Finance Advisor at Desjardins (Winnipeg)
🏢 Desjardins Group
📍 Winnipeg
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