Personal Finance Advisor

Position: Personal Finance Advisor at Desjardins
Become a trusted Personal Finance Advisor with Desjardins, fostering strong relationships and guiding clients toward financial success. Utilize your skills in advising on investments, loans, and insurance products.

In this hybrid role, your expertise will ensure member satisfaction while meeting business objectives. With an emphasis on ethical practices, you will engage with young individuals and assess their financial needs. You will manage relationships, conduct satisfaction assessments, and stay updated on market trends and best practices.

Key Responsibilities:

• Develop lasting business relationships with members and clients

• Advise on tailored investment and insurance solutions

• Assess satisfaction and identify areas for service improvement

• Participate in community outreach activities and represent Desjardins

• Collaborate with partners for integrated financial strategies

Requirements:

• General college diploma in a related field

• Minimum two years of relevant experience

• Mutual fund representative certificate required

• Knowledge of French is mandatory

• Action-oriented, customer-focused, and results-driven mindset

Leverage your finance expertise to enhance member satisfaction and help clients achieve their financial goals with Desjardins.