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Financial Wellness Consultant

3 months ago

Saguenay, Quebec, Canada Desjardins Full time

Are you enthusiastic about guiding individuals in their financial journeys and helping them realize their financial aspirations? If this resonates with you, consider the opportunity to serve as a Financial Wellness Consultant, where you can make a significant difference in the lives of our members and clients.

This position is temporary for a duration of 16 months, requiring full-time on-site engagement. As a Financial Wellness Consultant, your primary duties will involve establishing and nurturing robust relationships with members and clients, delivering personalized financial guidance, and suggesting appropriate solutions to assist them in achieving their financial goals.

Key Responsibilities:

  • Provide expert advice on financial strategies to members and clients
  • Cultivate relationships and evaluate satisfaction levels
  • Keep abreast of industry developments and trends
  • Engage in community outreach initiatives

What we offer:

  • Competitive compensation package with bonuses
  • Four weeks of flexible vacation time
  • Pension plan along with group insurance options
  • Reimbursement for health and wellness expenses

Requirements:

  • Bachelor's degree in a relevant discipline
  • At least one year of pertinent experience
  • Certification as a mutual fund representative
  • Proficiency in French is mandatory
  • Familiarity with financial regulations

If you possess a proactive approach, a customer-centric mindset, and a strong drive for achieving results, we encourage you to explore this opportunity with us at Desjardins.