Desjardins Personal Finance Expert

Become a Personal Finance Expert at Desjardins and empower clients on their financial journeys. Your insights will help shape effective financial strategies and enhance client satisfaction.
As a key advisor, you will support clients by advising them on financial strategies, managing business relationships, and ensuring service quality. Being knowledgeable about market trends and participating in community outreach will be vital parts of your role. Emphasizing client satisfaction is a core responsibility.
Key Responsibilities:
• Advise clients on financial strategy and outcomes
• Monitor client satisfaction and service quality
• Stay updated on market conditions and industry practices
• Represent Desjardins in community outreach initiatives
Requirements:
• Bachelor’s degree in a relevant discipline
• Minimum one year of experience in finance
• Mutual fund representative certification needed
• French language skills required
• Ability to work one eveni...

Apply for this Position