Job Description
Make an impact as a Personal Finance Advisor at Desjardins. Deliver exceptional financial advice tailored to each client's unique circumstances, fostering lasting relationships.
Desjardins is searching for a knowledgeable Personal Finance Advisor to support clients in reaching their financial goals. Candidates need a Bachelor's degree and at least one year of experience. You'll be responsible for advising clients, managing satisfaction assessments, and remaining informed on industry best practices while engaging in community outreach efforts.
Key Responsibilities:
• Provide tailored financial advice to clients
• Assess and enhance client relationship satisfaction
• Stay up-to-date with financial industry trends
• Engage in outreach activities representing Desjardins
Requirements:
• Bachelor’s degree in a relevant field
• Minimum one year of related experience
• Fluent in French required
• Mutual fund representative certificate is beneficial
• Familia...
Desjardins is searching for a knowledgeable Personal Finance Advisor to support clients in reaching their financial goals. Candidates need a Bachelor's degree and at least one year of experience. You'll be responsible for advising clients, managing satisfaction assessments, and remaining informed on industry best practices while engaging in community outreach efforts.
Key Responsibilities:
• Provide tailored financial advice to clients
• Assess and enhance client relationship satisfaction
• Stay up-to-date with financial industry trends
• Engage in outreach activities representing Desjardins
Requirements:
• Bachelor’s degree in a relevant field
• Minimum one year of related experience
• Fluent in French required
• Mutual fund representative certificate is beneficial
• Familia...