Help clients achieve their financial goals as a Personal Finance Advisor with Desjardins. Build strong relationships and craft strategies that resonate with members' needs.
This impactful role involves working directly with individuals and businesses to provide financial advice and solutions. Meeting client expectations and constantly seeking to enhance service quality are central to your responsibilities. Your involvement in outreach initiatives will strengthen community ties and support Desjardins’ mission of equity and inclusion.
Key Responsibilities:
• Advise on best financial strategies and solutions
• Assess client satisfaction and continuously improve service
• Stay abreast of industry best practices and trends
• Represent Desjardins in community outreach activities
Requirements:
• Bachelor’s degree in relevant field required
• Minimum one year of experience preferred
• Must hold a mutual fund representative certificate
• Proficient in French is ...