Client-Focused Personal Finance Advisor – Hybrid in La Tuque

Client-Focused Personal Finance Advisor – Hybrid in La Tuque

La Tuque Full-Time 72000 - 88000 $ / year (est.) Hybrid
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At a Glance

  • Tasks: Build lasting client relationships and provide tailored financial advice.
  • Company: Join Desjardins, a leader in personal finance with a community focus.
  • Benefits: Enjoy a hybrid work setup, competitive salary, and professional growth opportunities.
  • Other info: Collaborative environment with a focus on community outreach and member satisfaction.
  • Why this job: Make a real difference in clients' lives while developing your finance skills.
  • Qualifications: Strong communication skills and a passion for helping others with their finances.

The predicted salary is between 72000 - 88000 $ per year.

Desjardins is seeking a Personal Finance Advisor to build lasting client relationships, listen to needs, and offer tailored financial advice.

You will drive results by recommending investments, loans and insurance, serving as a trusted advisor for members and clients.

The role emphasizes community outreach and collaboration with partners to design integrated strategies that meet client needs.

You will work in a hybrid setup, with a focus on member satisfaction, risk management, and achieving

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Client-Focused Personal Finance Advisor – Hybrid in La Tuque 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 Client-Focused Personal Finance Advisor – Hybrid in La Tuque

Communication Skills
Problem-Solving Skills
Adaptability
Time Management
Flexibility
Teamwork
Attention to Detail