Full-Time Personal Advisor at Desjardins

Become a full-time Personal Advisor with Desjardins, focusing on member and client relationships while driving satisfaction and tailored services. Utilize your interpersonal skills to help clients achieve their financial goals.
In this vital role, you will establish and nurture key business relationships with members and clients. Your responsibilities include analyzing client needs, advising on specialized products, and ensuring satisfaction with all services. Maintaining up-to-date knowledge of industry standards and offerings is essential for your success.
Key Responsibilities:
• Establish advisory relationships with existing and potential clients
• Advise clients on tailored products and address special requests
• Collect, compile and analyze relevant data for reports
• Stay informed on industry standards, products, and services
Requirements:
• College diploma in a related field
• Minimum of two years relevant experience
• Mutual fund representative cer...

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

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