At a Glance
- Tasks: Advise clients on investments, loans, and insurance while building lasting relationships.
- Company: Join Desjardins, a leader in financial services with a community focus.
- Benefits: Competitive salary, professional development, and a supportive work environment.
- Other info: Engage in community outreach and enjoy a dynamic, customer-focused role.
- Why this job: Make a real difference in people's financial lives and help them achieve their goals.
- Qualifications: College diploma, two years of experience, and mutual fund representative certification.
The predicted salary is between 41850 - 51150 $ per year.
Use financial expertise and interpersonal savvy as a full-time, on-site Personal Finance Advisor serving Desjardins members and clients.
Recommend investments, loans, and insurance products.
As a Personal Finance Advisor, you develop lasting business relationships with young people and individual members.
You listen to financial needs, provide suitable advice, and help clients choose solutions supporting their goals.
You also serve as a financing expert and resource for the caisse.
Key Responsibilities
- Advise members and clients on appropriate financial strategies
- Recommend investments, loans, and insurance products
- Manage relationships and assess satisfaction and service quality
- Identify improvement areas through follow-up activities
- Represent the caisse in community outreach activities
Requirements
- College diploma in a related field
- At least two years of relevant experience
- Mutual fund representative certificate from Autorité des marchés financiers
- Knowledge of French
- Action-oriented and customer-focused approach
Bring relationship management, financial advice, and product knowledge to Desjardins while balancing satisfaction, objectives, profitability, and risk.
Personal Finance Advisor Investments Loans employer: Caisse Desjardins de La Baie - Bas-Saguenay
Caisse Desjardins de La Baie - Bas-Saguenay offers a supportive work environment where employees can develop lasting relationships with clients while providing tailored financial advice. The company emphasizes professional growth through continuous learning and community engagement, making it an attractive employer for those passionate about finance and customer service. Employees benefit from a collaborative culture that prioritizes member satisfaction and sound financial practices.
Contact Details:
Caisse Desjardins de La Baie - Bas-Saguenay Recruitment Team
