Financial Advisor Affluent Clients

Position: Financial Advisor for Affluent Clients
Location: L'Île-Perrot

Empower affluent clients with tailored financial solutions as a Personal Finance Advisor. Leverage your market analysis and advisory skills to guide clients toward their financial goals.

In this role at Desjardins, you will develop lasting relationships with members by understanding their unique financial situations. Utilize your expertise in credit authorization, risk management, and loan recommendations to provide exceptional service.

Your role is pivotal in balancing member satisfaction with business objectives while ensuring compliance with financial regulations.

Key Responsibilities:

• Develop and maintain trusting business relationships with clients

• Listen attentively to client needs for financial advice

• Recommend appropriate financing solutions and products

• Authorize credit following established guidelines

• Collaborate with partners to design integrated financial strategies

Requirements:

• Bachelor's degree in a related field

• Minimum one year of relevant financial experience

• Mutual fund representative certificate required

• Proficiency in French is mandatory

• Strong knowledge of current financial and economic trends

Shape the financial future of clients with your advisory skills and commitment to excellence.
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