As a Personal Finance Consultant at Desjardins, you will empower clients to meet their financial objectives through tailored advice and strong relationship building. Embrace your role in fostering trust and satisfaction among clients.

This hybrid role emphasizes collaboration with both individual members and businesses. You’ll analyze client needs, recommend appropriate strategies, and actively participate in community engagement initiatives. Being informed on industry trends will help you excel in advising and growing client relationships sustainably.

Key Responsibilities:
• Counsel clients on their financial strategy needs
• Evaluate and enhance client satisfaction and service experiences
• Stay informed of best practices in financial services
• Represent Desjardins in outreach within the community

Requirements:
• Bachelor’s degree in a finance-related field
• Minimum of one year in a financial advisory role
• Relevant mutual fund representative certification
• Solid understanding of current financial events
• Familiar with compliance legislation in financial services

Leverage your financial expertise and commitment to customer focus at Desjardins.
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📌 Desjardins Personal Finance Consultant (Quebec City)
🏢 Desjardins Group
📍 Quebec City