Finance Advisory Role at Desjardins

Be a trusted advisor at Desjardins in the Finance Advisory Role. This full-time onsite position centers on building relationships and guiding clients through investments, loans, and insurance products.
As a Personal Finance Advisor, you will focus on maximizing member satisfaction while navigating business objectives and risk management. Your role will include assessing service quality and working to enhance client interactions. Staying current with financial industry trends and participating in community outreach will further your effectiveness.
Key Responsibilities:
• Advise clients on optimal financial strategies
• Enhance service quality through client feedback analysis
• Keep abreast of financial services industry practices
• Represent Desjardins in outreach efforts
Requirements:
• Bachelor’s degree in a relevant discipline
• At least one year of pertinent experience
• Mutual fund representative certificate required
• Proficiency in French is essen...

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Submit your application today and join our talented team at Desjardins Group.

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