Job opportunity
Personal Finance Advisor Investments Loans
Relevance
Advise members and clients on investments, loans, and insurance while building lasting relationships as a Personal Finance Advisor at Desjardins.
You will serve individual members and businesses, tailoring financial advice to their situations and goals. This role balances satisfaction, business objectives, profitability, and prudent risk management. You will collaborate with partners and experts to create integrated strategies.
Key Responsibilities:
Recommend investments, loans, and insurance products
Identify strategies and expected results with members
Manage relationships and assess service quality
Follow up and identify improvement areas
Represent the caisse through community outreach
Requirements:
Bachelor's degree in a related field
Minimum one year of relevant experience
Mutual fund representative certificate from Autorité des marchés financiers
Knowledge of French is required
Other qualification and experience combinations may be considered
Apply your interpersonal savvy, financial expertise, and client focus to deliver appropriate solutions and sound relationship management at Desjardins.
#J-18808-Ljbffr
Apply on source site You will serve individual members and businesses, tailoring financial advice to their situations and goals. This role balances satisfaction, business objectives, profitability, and prudent risk management. You will collaborate with partners and experts to create integrated strategies.
Key Responsibilities:
Recommend investments, loans, and insurance products
Identify strategies and expected results with members
Manage relationships and assess service quality
Follow up and identify improvement areas
Represent the caisse through community outreach
Requirements:
Bachelor's degree in a related field
Minimum one year of relevant experience
Mutual fund representative certificate from Autorité des marchés financiers
Knowledge of French is required
Other qualification and experience combinations may be considered
Apply your interpersonal savvy, financial expertise, and client focus to deliver appropriate solutions and sound relationship management at Desjardins.
#J-18808-Ljbffr