Title: Personal Finance Advisor
Company: Desjardins
Location: Saint-Lin-Laurentides, Quebec
Job Type: FlexTime, FullTime
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:
Qualifications:
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.
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