Financial Advisor

Position: Financial Advisor Role with Desjardins
Location: Shawinigan

Become a Financial Advisor with Desjardins, delivering expert advice as part of a full-time on-site team. Help clients achieve their financial goals through tailored solutions and service excellence.

In this role, you will create and maintain strong relationships with clients, understanding their financial objectives. You will advise businesses and individual members on the best financial strategies, product selection, and investment options, all while ensuring compliance and sound risk management. Your interpersonal savvy is vital for success in this position.

Key Responsibilities:

• Offer tailored financial advice to clients

• Manage client relationships and enhance service quality

• Keep abreast of financial service trends and industry best practices

• Participate in community outreach and represent the organization

Requirements:

• Bachelor's degree in finance or related field

• At least one year of relevant financial experience

• Mutual fund representative certification is necessary

• Knowledge of French and legislative compliance

• Strong skills in relationship management and service delivery

Bring your financial expertise and client-centric approach to help build a better future for members at Desjardins.
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