Financial Advisor
Job in
Lévis, Québec, Province de Québec, Canada
Listed on 2026-07-13
Listing for:
Desjardins
Full Time
position Listed on 2026-07-13
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Financial Sales, Wealth Management
Job Description & How to Apply Below
Location: Lévis
Elevate your career as a Financial Advisor with Desjardins, where you’ll foster lasting client relationships and offer impactful financial guidance tailored to individual needs.
As a trusted financial advisor, you will engage with young clients, assess their goals, and deliver personalized financial advice.
Your role will encompass managing overall client satisfaction and integrating business strategies to fulfill their financial needs. You’ll keep abreast of industry changes and represent Desjardins within the community through outreach initiatives.
Key Responsibilities:
• Provide customized advice on financial strategies
• Assess client satisfaction and improve service quality
• Stay informed on market trends and services
• Engage in community representation and outreach
Requirements:
• Diploma in finance or a related discipline
• At least two years of relevant experience
• Required mutual fund representative certificate
• French language skills are essential
Bring your expertise in finance and client relations to contribute positively at Desjardins.
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