Join Desjardins as a Personal Finance Consultant, where you’ll provide expert financial advice tailored to individual and business clients in a hybrid working environment.
In this role, you will be responsible for establishing lasting relationships with clients, guiding them in meeting their financial objectives. Emphasizing strong interpersonal skills, you'll assess satisfaction levels and drive improvements in service quality. Staying abreast of financial market trends will be critical for crafting effective strategies.
Key Responsibilities:
• Recommend investment and insurance products to clients
• Evaluate and improve client satisfaction and service
• Monitor financial services industry trends
• Engage in outreach initiatives within the community
Requirements:
• Bachelor’s degree in finance or related area
• At least one year of relevant work experience
• Required mutual fund representative certificate
• Knowledge of French for client interactions