Personal Finance Advisor in Donnacona

Personal Finance Advisor in Donnacona

Donnacona Full-Time 47250 - 57750 $ / year (est.) On-site
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At a Glance

  • Tasks: Guide clients in achieving financial goals through tailored solutions and lasting relationships.
  • Company: Join Desjardins, a trusted leader in personal finance with a community focus.
  • Benefits: Enjoy flexible benefits, competitive pay, and opportunities for professional growth.
  • Other info: Collaborative environment with a focus on member satisfaction and stability.
  • Why this job: Make a real impact on people's lives while developing your financial expertise.
  • Qualifications: Strong communication skills and a passion for helping others with their finances.

The predicted salary is between 47250 - 57750 $ per year.

Desjardins is seeking a personal finance advisor to build lasting relationships with members and clients, assess needs, and offer tailored financial solutions.

You will help members achieve their financial goals through investments, loans and insurance products, while balancing client satisfaction, profitability and prudent risk management.

You will collaborate with partners to design integrated strategies that meet members' needs and contribute to a stable, trusted caisse environment.

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Personal Finance Advisor in Donnacona employer: Relevance

Desjardins est un employeur de choix, offrant un environnement de travail inclusif et dynamique au Bas-Saint-Laurent et en Gaspésie — Îles-de-la-Madeleine. Avec des avantages tels qu'un salaire concurrentiel, un régime de retraite à prestations déterminées et des opportunités de développement professionnel, nous valorisons le bien-être de nos employés tout en favorisant une culture de collaboration et d'engagement. Rejoindre notre équipe, c'est contribuer à un mouvement coopératif qui place les membres et clients au cœur de nos actions.

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Contact Details:

Relevance Recruitment Team

We think you need these skills to ace Personal Finance Advisor in Donnacona

Relationship Building
Needs Assessment
Financial Solutions
Investment Knowledge
Loan Products
Insurance Products
Client Satisfaction