Join Desjardins as a Financial Consultant, focusing on developing meaningful relationships with members and clients while meeting their financial goals. Your role centers on tailored financial advice and service excellence.
As a Financial Consultant, you will be tasked with advising clients on strategies that suit their financial situations. Your expertise will help you assess satisfaction and enhance service quality while managing business relationships. This position requires staying informed about market trends to provide the best solutions tailored to each client's needs.
Key Responsibilities:
• Develop tailored financial strategies for clients
• Evaluate relationship satisfaction and service quality
• Remain informed on best practices in finance
• Engage in community outreach initiatives
Requirements:
• Bachelor's degree in a relevant field
• A minimum of one year of applicable experience
• Mutual fund representative certificate from AMF
• French language proficiency
Utilize your interpersonal skills to foster solid client relationships while aiding their financial journeys at Desjardins.
#J-18808-Ljbffr
📌 Financial Consultant Experience with Desjardins (Quebec City)
🏢 Desjardins
📍 Quebec City
Reply to this offer
Impress this employer describing Your skills and abilities, fill out the form below and leave Your personal touch in the presentation letter.