Elevate your career as a Personal Finance Consultant with Desjardins, where you’ll provide expert advice to clients on their financial journeys. This role emphasizes relationship-building and tailored financial strategies.

In this position, you'll be responsible for understanding the financial objectives of clients, particularly young individuals. Your insights will guide them towards the best investment, loan, and insurance options, ensuring a positive client experience. Continuous learning in financial best practices will enhance your advisory capabilities.

Key Responsibilities:
• Guide clients in strategizing to meet financial goals
• Monitor client satisfaction and quality of service
• Stay updated on market trends and financial practices
• Represent Desjardins in community outreach efforts

Requirements:
• College diploma in finance or related field
• Minimum of two years relevant experience
• Mutual fund certificate from Autorité des marchés financiers
• Proficient in French
• Understanding of financial compliance and customer needs

Empower clients with smart financial solutions and build lasting relationships at Desjardins.
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📌 Desjardins Personal Finance Consultant (Quebec City)
🏢 Desjardins
📍 Quebec City