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Personal Finance Consultant
3 months ago
Desjardins is looking for a Personal Finance Consultant to enhance our client services. In this role, you will focus on establishing and nurturing strong connections with clients to guarantee their satisfaction with our financial offerings. You will deliver customized guidance and suggest appropriate financial products to assist clients in reaching their objectives. Your knowledge in investments, credit options, and insurance will be crucial in achieving results and ensuring effective risk management. Working alongside partners, you will devise strategies tailored to the distinct requirements of our clientele.
Key Responsibilities:
- Deliver individualized financial guidance and work with clients to set realistic objectives
- Oversee client relationships, evaluate satisfaction levels, and pinpoint areas for enhancement
- Remain updated on industry developments and best practices
- Participate in community engagement initiatives on behalf of the organization
What We Provide:
- Attractive salary with an annual performance bonus
- Four weeks of flexible vacation starting from the first year
- Defined benefit pension plan ensuring stable retirement income
- Comprehensive group insurance and wellness programs
Qualifications:
- Bachelor's degree in a relevant discipline
- At least one year of experience in a comparable position
- Certification as a mutual fund representative
- Excellent communication abilities in both French and English
- Understanding of financial, economic, and regulatory issues
If you are enthusiastic about finance and dedicated to customer service, we encourage you to consider this rewarding opportunity to positively impact our clients' lives.
