Personal Finance Advisor, Assigned Clientele
On-site · Saint-Hyacinthe, Quebec, Canada
Job Summary
As a Personal Finance Advisor, you will develop and maintain lasting relationships with members and clients, listen to needs, and offer tailored financial strategies to meet goals. You’ll provide financing solutions for affluent individuals and businesses, drive results by recommending loans and insurance products, and serve as a financing expert advisor. You will apply cross-sector strategies to financing and authorize credit per established rules, balancing member/client satisfaction with business objectives, profitability, and prudent risk management. You will work with partners and community experts to design integrated strategies, advise clients on best outcomes, manage relationships, assess satisfaction, stay current on industry trends, participate in outreach, and represent Desjardins in the community.
Required Qualifications
- 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
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