Client-Focused Personal Finance Advisor

Location: Quebec

Enhance your career as a Personal Finance Advisor with Desjardins for a 12-month temporary position. Drive satisfaction while advising clients on their financial goals.

This role emphasizes relationship management, requiring you to actively listen and respond to the needs of both individual members and businesses. You will recommend investments, loans, and insurance solutions while tracking client satisfaction levels and overall service quality. Your insights will contribute to crafting integrated financial strategies that align with client aspirations.

Key Responsibilities:

• Advise on financial strategies tailored to client needs

• Monitor client satisfaction and service quality

• Keep up with financial industry trends and updates

• Represent Desjardins in community outreach efforts

Requirements:

• Bachelor’s degree in a related discipline

• Relevant experience of at least one year

• Mutual fund representative certification necessary

• Fluency in French and awareness of economic events

• Knowledge of regulations concerning financial services

Utilize your skills in financial advising at Desjardins and positively impact client relationships.
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