Job specializations:
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Finance & Banking
Job Description & How to Apply Below
Advise members and clients on investments, loans, and insurance while building lasting relationships through financial expertise and interpersonal savvy.
As a Personal Finance Advisor at Desjardins, you will support individual members and businesses with advice suited to their financial situations. You will identify goals, recommend appropriate solutions, and balance satisfaction, profitability, business objectives, and prudent risk management. A bachelor’s degree, relevant experience, and French are required.
Key Responsibilities:- Advise members and clients on suitable financial strategies
- Identify expected results with members and clients
- Manage relationships and assess satisfaction and service quality
- Recommend investments, loans, and insurance products
- Represent the caisse through community outreach activities
- Bachelor’s degree in a related field
- Minimum one year of relevant experience
- Mutual fund representative certificate from Autorité des marchés financiers
- Knowledge of French is required
- Interpersonal savvy and customer focus
Use financial knowledge, relationship management, and product expertise to help Desjardins members and clients pursue their goals.
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