Elevate your career as a Personal Finance Advisor with Desjardins, dedicated to building robust client relationships and providing tailored financial advice. Understand clients’ needs to offer effective solutions and help them achieve their financial goals. In this advisory role, you will develop and nurture relationships with both individual members and businesses.
With a focus on client satisfaction, you will assess service quality and identify areas for improvement. Staying informed on financial trends is crucial, as is participating in community outreach to represent Desjardins effectively. Key Responsibilities:
Advise clients on financial strategies and expected outcomes
Manage business relationships and assess client satisfaction
Stay current on financial services and market trends
Participate in community outreach activities to support visibility Requirements:
Bachelor’s degree in a related field
Minimum one year of relevant experience
Mutual fund representative certificate required
Bilingualism in French is mandatory Join Desjardins and leverage your interpersonal skills to drive results while supporting client financial well-being.
📌 Personal Finance Advisor At Desjardins Rimouski (Canada)
🏢 Desjardins Technology Group
📍 Canada
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