Shape financial futures as a Personal Finance Advisor with Desjardins. This hybrid role focuses on building lasting relationships and providing tailored financial advice to clients.
Desjardins is seeking a Personal Finance Advisor to cultivate business relationships with individual members and businesses. In this position, you will assess clients' financial needs, recommend appropriate investment, loan, and insurance products, and ensure high satisfaction levels. Your interpersonal skills and industry expertise will allow you to design effective financial strategies while balancing risk and profitability.
Key Responsibilities:
• Advise clients on tailored financial strategies
• Manage and assess client satisfaction and service quality
• Stay informed on industry trends and best practices
• Participate in community outreach activities
Requirements:
• Bachelor's degree in a related field
• Minimum of one year of relevant experience
• Mutual fund representative certificate required
• Knowledge of French essential
Utilize your financial expertise and interpersonal skills to make a meaningful impact at Desjardins.
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📌 Personal Finance Advisor at Desjardins (Quebec City)
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📍 Quebec City
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