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Personal Finance Advisor
Desjardins. Advise members and clients on optimal strategies and collaborate with them to define expected outcomes .
About the role
Key responsibilities & impact- Advise members and clients on optimal strategies and collaborate with them to define expected outcomes
- Manage business relationships; assess member/client satisfaction and service quality; follow up and identify areas for improvement
- Stay up to date on the financial services industry, market trends, and best practices in your field
- Participate in outreach activities and represent the Caisse in the community
Requirements
What you’ll need- Bachelor's degree in a related field
- Minimum of one year of relevant experience
- Proficiency in French is required
- Action-oriented
- Customer-focused
- Values diversity and inclusion
- Results-driven
- Interpersonal savvy
- Agile learner
Benefits
Comp & perks- 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 for health and wellness expenses and telework equipment
ATS Keywords
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Soft Skills
action-orientedcustomer-focusedvalues diversity and inclusionresults-driveninterpersonal savvyagile learner
Certifications
Bachelor's degree