Personal Finance Advisor At Desjardins Rimouski (Canada)

Personal Finance Advisor At Desjardins Rimouski (Canada)

16 Oct
|
Desjardins Technology Group
|
Canada

16 Oct

Desjardins Technology Group

Canada

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

Reply to this offer

Impress this employer describing Your skills and abilities, fill out the form below and leave Your personal touch in the presentation letter.

Subscribe to this job alert:

Get the latest job offers by email for: personal finance advisor at desjardins rimouski (canada) / canada

Subscribe to this job alert:

Get the latest job offers by email for: personal finance advisor at desjardins rimouski (canada) / canada