Desjardins seeks a Personal Finance Advisor skilled in financial advice, relationship management, and tailored solutions for members and clients.
In this role, you develop lasting business relationships with individual members and businesses. You listen to financial needs, recommend investments, loans, and insurance products, and help clients pursue appropriate financial goals. Interpersonal savvy and sound risk management support balanced decisions.
Key Responsibilities:
- Advise members and clients on appropriate financial strategies
- Identify expected results with members and clients
- Manage relationships and assess satisfaction and service quality
- Monitor financial services trends and industry best practices
- Represent the caisse through community outreach activities
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
- Other qualification and experience combinations may be considered
Apply your financial expertise, interpersonal savvy, and customer focus as a Desjardins Personal Finance Advisor serving members and clients.
Desjardins Personal Finance Advisor in Rouyn-Noranda employer: Desjardins
Desjardins is an exceptional employer that fosters a collaborative and inclusive work culture, making it an ideal place for professionals looking to thrive in the legal field. With a strong emphasis on employee development and innovation, you will have the opportunity to lead a dedicated team while contributing to meaningful outcomes for clients and members. Located in a vibrant community, Desjardins offers competitive benefits and a commitment to diversity, ensuring that every employee feels valued and empowered.
