Client-focused Financial Advisor at Desjardins
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Desjardins
📍 napierville, qc, Canada
Job Description
Join Desjardins as a Client-focused Financial Advisor. Provide strategic financial insights while fostering enduring client relationships within the community.
This position centers on advising clients using your educational background and a strong emphasis on customer satisfaction. You will manage and evaluate business relationships and ensure high service quality alongside a continuous learning approach to market trends. Active participation in community outreach will further enrich your role.
Key Responsibilities:
• Advise clients on optimal financial decisions
• Manage relationships and satisfaction metrics
• Identify improvements for service offerings
• Keep abreast of financial industry developments
• Engage in community representation and outreach
Requirements:
• Bachelor’s degree in a relevant area
• At least one year of financial experience
• Mutual fund representative certificate
• Knowledge of French
• Understanding of legislation relat...
This position centers on advising clients using your educational background and a strong emphasis on customer satisfaction. You will manage and evaluate business relationships and ensure high service quality alongside a continuous learning approach to market trends. Active participation in community outreach will further enrich your role.
Key Responsibilities:
• Advise clients on optimal financial decisions
• Manage relationships and satisfaction metrics
• Identify improvements for service offerings
• Keep abreast of financial industry developments
• Engage in community representation and outreach
Requirements:
• Bachelor’s degree in a relevant area
• At least one year of financial experience
• Mutual fund representative certificate
• Knowledge of French
• Understanding of legislation relat...