Personal Finance Advisor

Position: Personal Finance Advisor at Desjardins
Location: Lévis

Drive financial growth as a Personal Finance Advisor with Desjardins. Cultivate client relationships and provide tailored advice to meet diverse financial goals in this dynamic position.

In this role, you will build and nurture business relationships with clients, focusing on their financial success. With at least two years of experience, you will recommend suitable investments, loans, and insurance products, ensuring member satisfaction and strategic risk management. Your expertise will contribute to partnerships and outreach, enhancing financial services within the community.

Key Responsibilities:

• Advise clients on optimal financial strategies

• Manage and assess client satisfaction regularly

• Monitor industry trends and best practices

• Participate in community outreach activities

Requirements:

• College diploma in a relevant field

• Minimum of two years of financial experience

• Mutual fund representative certificate required

• Proficient in French for effective communication

Utilize your financial acumen and interpersonal skills to thrive as a Personal Finance Advisor at Desjardins.
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