Personal Finance Advisor at Desjardins

Elevate member satisfaction as a Personal Finance Advisor with Desjardins. This hybrid role focuses on developing client relationships and providing tailored financial solutions.

As a Personal Finance Advisor, you will manage business relationships and ensure clients receive the best financial advice. Your goal is to understand clients' needs and help them achieve their financial objectives through recommended investments and insurance. You will also engage in community outreach to represent Desjardins effectively.

Key Responsibilities:
• Advise members on optimal financial strategies
• Assess service quality and follow up for improvements
• Stay informed about financial industry trends
• Manage individual and business client relationships

Requirements:
• Bachelor’s degree in a related field
• Minimum one year of relevant experience
• Mutual fund representative certificate
• Bilingualism in French is...