Desjardins seeks a Financial Services Advisor with interpersonal savvy and financial services knowledge to support members, clients, and business relationships. Hybrid work is indicated.
This Personal Finance Advisor role serves mainly individual members and businesses. You listen to needs, provide advice suited to financial situations, and help clients select solutions supporting their goals. You stay current on markets, industry practices, legislation, and products while coordinating with partners and experts.
Key Responsibilities:
- Develop lasting and trusting business relationships
- Listen to member and client financial needs
- Follow up and identify service improvement areas
- Stay current on markets and industry best practices
- Participate in caisse community outreach activities
Requirements:
- Bachelor's degree in a related field
- Minimum one year of relevant experience
- Knowledge of current financial and economic events
- Knowledge of compliance legislation for financial products
- Knowledge of Desjardins processes, policies, and standards
Bring customer focus, nimble learning, and financial services expertise to member and client advisory work at Desjardins.
Desjardins Financial Services Advisor in Sainte Catherine de la Jacques Cartier 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.
