Personal Finance Advisor providing personal finance advice and managing client relationships at Desjardins. Collaborating with internal teams to ensure client service excellence.
Responsibilities
Provide personal finance advice to clients
Manage client relationships and financial portfolios
Collaborate with internal teams to enhance service delivery
Requirements
College diploma in a related field
A minimum of two years of relevant experience
Knowledge of French is required
Benefits
Competitive salary and annual bonus
4 weeks of flexible vacation starting in the first year
Defined benefit pension plan that provides predictable, stable income throughout retirement
Group insurance including telemedicine
Reimbursement of health and wellness expenses and telework equipment
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