Client-Focused Personal Finance Advisor
D
Desjardins
📍 sainte croix, qc, Canada
Job Description
Elevate your career as a Personal Finance Advisor, specializing in client engagement at Desjardins. Build strong relationships with members while providing tailored financial solutions.
As a Personal Finance Advisor, you will develop and nurture lasting trust with clients. Your role involves assessing needs, guiding investment strategies, and managing satisfaction levels. You'll work closely with young people, making interpersonal skills vital to achieving business objectives and client satisfaction.
Key Responsibilities:
• Advise clients on financial strategies and expected outcomes
• Monitor client satisfaction and service quality
• Stay informed of market trends and financial best practices
• Engage in community outreach and represent the caisse
Requirements:
• College diploma in a related field
• Minimum two years of relevant experience
• Mutual fund representative certificate is required
• Bilingual (French knowledge is necessary)
• Understandin...
As a Personal Finance Advisor, you will develop and nurture lasting trust with clients. Your role involves assessing needs, guiding investment strategies, and managing satisfaction levels. You'll work closely with young people, making interpersonal skills vital to achieving business objectives and client satisfaction.
Key Responsibilities:
• Advise clients on financial strategies and expected outcomes
• Monitor client satisfaction and service quality
• Stay informed of market trends and financial best practices
• Engage in community outreach and represent the caisse
Requirements:
• College diploma in a related field
• Minimum two years of relevant experience
• Mutual fund representative certificate is required
• Bilingual (French knowledge is necessary)
• Understandin...