Transform lives while shaping your career as a Personal Finance Consultant at Desjardins. Provide expert financial guidance and inspire trust among clients seeking tailored solutions for their goals.
As a consultant, you will engage with diverse clients to identify their financial needs. Your role involves nurturing relationships, offering advice on investments and loans, and managing client satisfaction. Understanding market trends will be crucial to your success in designing effective financial strategies.
Key Responsibilities:
• Assist clients in realizing their financial objectives
• Oversee relationships and assess client feedback
• Remain current with industry developments and standards
• Actively participate in community-facing activities
Requirements:
• Requires a Bachelor’s degree in finance
• Minimum one year of related experience preferred
• Mutual fund representative certification needed
• Awareness of relevant financial legislation
• Fluent in French required
Utilize your interpersonal skills and drive for results in assisting clients at Desjardins.
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📌 Desjardins Personal Finance Consultant (Quebec City)
🏢 Desjardins
📍 Quebec City
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