Advise members and clients on investments, loans, and insurance while building trusting relationships through personalized financial guidance. This hybrid opportunity requires French.
As a Personal Finance Advisor at Desjardins, you will serve individual members and businesses. You will assess financial needs, recommend appropriate solutions, and balance satisfaction, business objectives, profitability, and prudent risk management. A bachelor's degree, relevant experience, and mutual fund certification support this work.
Key Responsibilities:
- Develop lasting business relationships with members and clients
- Listen to financial needs and provide suitable advice
- Recommend investments, loans, and insurance products
- Design integrated strategies with partners and experts
- Balance satisfaction, profitability, objectives, and risk management
Requirements:
- Bachelor's degree in a related field
- Minimum one year of relevant experience
- Mutual fund representative certificate from Autorité des marchés financiers
- Knowledge of French is required
- Alternative qualification and experience combinations may be considered
Use financial expertise, interpersonal savvy, and customer focus to support Desjardins members, clients, and business relationships.
Personal Finance Advisor Investments Loans in Victoriaville employer: Desjardins Technology Group
Desjardins is an exceptional employer that prioritizes employee growth and development, offering a competitive salary, flexible vacation, and a defined benefit pension plan. With a strong commitment to equity, diversity, and inclusion, Desjardins fosters a collaborative work culture where employees are empowered to build effective teams and enhance their skills while serving the community. As a Market Development Manager, you will play a pivotal role in shaping business strategies and ensuring high-quality service for members and clients, all within a supportive environment that values your contributions.
Contact Details:
Desjardins Technology Group Recruitment Team
