Conseiller en finances personnelles au sein de Desjardins, offrant des conseils financiers et développant des relations d’affaires durables avec les clients. Réalisant des activités de représentation et suivant les tendances du marché.
About the role
- Personal Finance Advisor developing and maintaining trusted relationships with clients at Caisse Desjardins. Advising on financial strategies and enhancing client satisfaction.
Responsibilities
- Advise members and clients on optimal strategies and collaborate with them to define expected outcomes
- Manage business relationships, evaluate member/client satisfaction and service quality, follow up, and identify opportunities for improvement
- Stay current on the financial services industry, market trends, and best practices in your area
- Participate in outreach activities and represent the caisse in the community
Requirements
- Bachelor's degree in a related field
- Minimum of one year of relevant experience
- Mutual Fund Representative certificate — Autorité des marchés financiers (AMF)
- Knowledge of French is required
Benefits
- Competitive salary and annual bonus
- Four weeks of flexible vacation starting in the first year
- Defined benefit pension plan providing predictable, stable retirement income
- Group insurance including telemedicine
- Reimbursement for health and wellness expenses and telework equipment
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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