Title: Personal Finance Advisor

Company: Desjardins
Location: Saint-Lin-Laurentides, Quebec
Job Type: FlexTime, FullTime


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Description:

As a personal finance advisor at Desjardins, your primary responsibility is to build and maintain strong relationships with members and clients to ensure their satisfaction. You will provide tailored financial advice, recommend appropriate solutions, and work closely with individual members and businesses. Interpersonal skills are crucial in this role. Your tasks include recommending investments, loans, and insurance products while balancing client satisfaction, business objectives, and risk management. Collaboration with partners and experts is essential to develop effective strategies.

Key Responsibilities:

  • Advise members and clients on financial strategies
  • Assess satisfaction and service quality
  • Stay updated on industry trends and best practices
  • Participate in community outreach activities
  • Qualifications:

  • Bachelor's degree in a related field
  • Minimum of one year relevant experience
  • Mutual fund representative certificate
  • Knowledge of French
  • Understanding of financial products and services
  • Desjardins offers competitive salary, vacation time, pension plan, group insurance, and reimbursement for health expenses. The company values diversity, equity, and inclusion, and is committed to providing a positive workplace for all employees. Accommodations can be provided during the recruitment process upon request.

    Apply Now  



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