Advise members and clients on investments, loans, and insurance while building lasting relationships and understanding financial needs. French is required for this client-focused work.
As a Personal Finance Advisor at Desjardins, you support individual members and businesses with financial strategies. You listen to their goals, recommend appropriate solutions, and balance satisfaction, business objectives, profitability, and prudent risk management. Interpersonal savvy is essential in this work.
Key Responsibilities:
- Advise members and clients on suitable financial strategies
- Identify expected results with members and clients
- Manage relationships and assess satisfaction and service quality
- Monitor industry trends and financial services 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
- Interpersonal savvy and customer focus
Bring financial advice, relationship management, and investment knowledge to help Desjardins members pursue appropriate solutions.
Personal Finance Advisor Investments Loans in Shawinigan 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.
