Desjardins Personal Finance Consultant (Montreal West)

Desjardins Personal Finance Consultant (Montreal West)

25 Sep
|
Desjardins
|
Montreal West

25 Sep

Desjardins

Montreal West

Step into the role of Personal Finance Consultant at Desjardins, dedicated to empowering clients through personalized financial advice. Your focus will be on building trustful relationships and achieving client satisfaction. In this role, you will work with young clients and individual members to understand their financial situations and offer suitable advice.

You will assess service quality, manage relationships, and drive results through your recommendations. Staying updated with financial practices will help you create effective solutions. Key Responsibilities:

- Advise clients on selecting the best financial strategies
- Monitor client satisfaction and improve service quality
- Keep current with financial services and industry best practices
- Engage in outreach and represent Desjardins in the community Requirements:
- College diploma in relevant field
- Minimum of two years of relevant experience
- French language skills necessary
- Knowledge of compliance and financial products
- Excellent interpersonal skills and results-driven attitude Apply your expertise to foster client success as a Personal Finance Consultant at Desjardins.

📌 Desjardins Personal Finance Consultant (Montreal West)
🏢 Desjardins
📍 Montreal West

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