Desjardins Personal Finance Advisor Position (Saguenay)

Desjardins Personal Finance Advisor Position (Saguenay)

25 Sep
|
Desjardins
|
Saguenay

25 Sep

Desjardins

Saguenay

Advance your impact as a Personal Finance Advisor at Desjardins, where you will cultivate trust and provide innovative financial solutions. In this hybrid role, you'll guide members in choosing investments, loans, and insurance options aligned with their goals.As a key advisor, you will focus on relationship management and improving client satisfaction by strategically assessing their financial needs. Your role also requires staying current in the financial sector while connecting with various partners to meet diverse client demands.Key Responsibilities:Offer personalized financial advice to clientsManage and enhance client relationships efficientlyKeep pace with the financial services industry updatesLead community outreach and represent the organizationRequirements:Bachelor's degree in a relevant disciplineMinimum of one year of experience in financeMust possess the mutual fund representative certificateFrench language ability is mandatoryStrong customer focus and interpersonal skillsEmbrace recent challenges and contribute to client success at Desjardins.

📌 Desjardins Personal Finance Advisor Position (Saguenay)
🏢 Desjardins
📍 Saguenay

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