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Financial Services Consultant

3 months ago

SaintHyacinthe, Quebec, Canada Desjardins Full time

About the Role:

At Desjardins, we are seeking a dedicated Financial Services Consultant to foster and enhance relationships with our clients. This position is pivotal in delivering tailored financial guidance, recommending appropriate financial solutions, and ensuring a high level of client satisfaction. The ideal candidate will possess strong interpersonal abilities and a comprehensive knowledge of the financial services sector.

Key Responsibilities:

  • Provide expert advice to clients on financial planning and investment strategies
  • Develop and maintain strong client relationships while identifying opportunities for enhancement
  • Stay updated on market trends and best practices within the financial industry
  • Engage in community outreach initiatives to promote financial literacy

What We Offer:

  • Attractive salary with performance-based bonuses
  • Flexible vacation policy with 4 weeks off
  • Comprehensive pension plan and group insurance options
  • Health and wellness programs
  • Reimbursement for telecommuting equipment

Qualifications:

  • Bachelor's degree in finance or a related discipline
  • At least one year of relevant experience in financial services
  • Certification as a mutual fund representative
  • Proficiency in French
  • Understanding of cooperative financial services
  • Familiarity with regulations governing financial products
  • Ability to evaluate financing requests
  • Strong results-driven mindset and interpersonal skills