Personal Finance Advisor at Desjardins (Quebec City)

Personal Finance Advisor at Desjardins (Quebec City)

02 Sep
|
Desjardins
|
Quebec City

02 Sep

Desjardins

Quebec City

Become a Personal Finance Advisor at Desjardins, where you'll build trust with clients and members while providing tailored financial strategies. This role emphasizes interpersonal skills and deepens client relationships through personalized advice.

In this essential position, you will develop and maintain lasting business relationships, advising both individual members and businesses. You will ensure member satisfaction while balancing profitability and prudent risk management. Staying updated on market trends, you'll craft integrated financial solutions that meet diverse client needs.

Key Responsibilities:
• Advise clients on personalized financial strategies
• Manage and assess member satisfaction and service quality
• Stay current on financial industry trends and best practices
• Participate in community outreach initiatives

Requirements:
• Bachelor's degree in a related field
• Minimum of one year of relevant experience
• Mutual fund representative certificate – AMF
• Proficiency in French is required

Leverage your expertise to create meaningful financial solutions and support your clients at Desjardins.
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📌 Personal Finance Advisor at Desjardins (Quebec City)
🏢 Desjardins
📍 Quebec City

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