Job Description
Drive financial success as a Personal Finance Advisor with Desjardins. Engage with clients and provide tailored financial strategies to meet their goals while building lasting relationships.
This full-time, on-site role focuses on advising individual members and businesses. As a key team member, you will develop relationships, assess client satisfaction, and offer solutions in investments, loans, and insurance. Interpersonal skills will be crucial as you strive to balance client needs with business objectives.
Key Responsibilities:
• Advise clients on financial strategies and expected results
• Manage client relationships and identify service improvement areas
• Stay informed on industry trends and best practices
• Participate in community outreach initiatives and represent the caisse
Requirements:
• College diploma in a related field
• Minimum of three years relevant experience
• Mutual fund representative certificate
• Proficiency in French
• Knowl...
This full-time, on-site role focuses on advising individual members and businesses. As a key team member, you will develop relationships, assess client satisfaction, and offer solutions in investments, loans, and insurance. Interpersonal skills will be crucial as you strive to balance client needs with business objectives.
Key Responsibilities:
• Advise clients on financial strategies and expected results
• Manage client relationships and identify service improvement areas
• Stay informed on industry trends and best practices
• Participate in community outreach initiatives and represent the caisse
Requirements:
• College diploma in a related field
• Minimum of three years relevant experience
• Mutual fund representative certificate
• Proficiency in French
• Knowl...