Join Desjardins as a Personal Finance Advisor, where you build valuable relationships with clients and members to meet their financial goals. Your expertise in investments, loans, and insurance will drive satisfaction and results.

In this hybrid role, you will advise clients on financial strategies while ensuring their happiness and meeting business objectives. With a bachelor's degree and at least one year of relevant experience, you'll expertly manage business relationships and follow up to enhance service quality. Your interpersonal skills are vital in fostering trust within the community.

Key Responsibilities:
• Advise clients on financial strategies and identify expected outcomes
• Manage and assess member satisfaction and service quality




• Stay current on industry trends and best practices
• Participate in outreach activities, representing Desjardins in the community
• Collaborate with partners to design integrated solutions

Requirements:
• Bachelor's degree in a related field
• Minimum one year of relevant experience
• Mutual fund representative certificate required
• Bilingual in French and English
• Solid customer focus and results-driven attitude

Leverage your financial expertise and interpersonal savvy to impact lives positively at Desjardins.
#J-18808-Ljbffr

📌 Personal Finance Advisor - Desjardins (Quebec City)
🏢 Desjardins Group
📍 Quebec City