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Personal Finance Advisor, Assigned Clientele
DesjardinsPersonal Finance Advisor developing and maintaining client relationships at Desjardins. Advising on financial strategies and solutions with a focus on customer satisfaction and trust.
About the role
Key responsibilities & impact- Develop and maintain lasting and trusting business relationships with members and clients
- Advise members and clients on the best strategies and work with them to identify expected results
- 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
- A minimum of one year of relevant experience
- Mutual fund representative certificate – Autorité des marchés financiers
- Knowledge of French is required
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 of health and wellness expenses and telework equipment
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
Client Satisfaction AssessmentService Quality ImprovementFinancial Strategy Development
Soft Skills
Trust BuildingCommunicationProblem Solving
Certifications
Mutual Fund Representative Certificate