Personal Finance Advisor focused on investments, loans, and insurance products, building trusting relationships with individual members and businesses. Hybrid work is indicated.
At Desjardins, you advise members and clients according to their financial situations and goals. You manage business relationships, assess satisfaction, and recommend appropriate solutions. You also balance client satisfaction, business objectives, profitability, and prudent risk management while working with partners and experts.
Key Responsibilities:
- Advise members and clients on suitable financial strategies
- Identify expected results with members and clients
- Manage relationships and assess service quality
- Recommend investments, loans, and insurance products
- Represent the caisse through community outreach activities
Requirements:
- Bachelor's degree in a related field
- Minimum one year of relevant experience
- Knowledge of French is required
- Knowledge of financial products, services, and competitors
- Knowledge of debt management and financing assessment techniques
Apply your interpersonal savvy, financial services knowledge, and results orientation as a Desjardins Personal Finance Advisor.
Personal Finance Advisor Investments Loans 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.
