Financial Services Specialist

9 hours ago


Saguenay, Quebec, Canada Desjardins Full time
Job Title: Personal Finance Advisor

Join our team as a Personal Finance Advisor and take on a challenging role that requires strong interpersonal skills and a passion for helping others achieve their financial goals.

About the Role:

As a Personal Finance Advisor, you will be responsible for developing and maintaining lasting relationships with members and clients, ensuring their financial needs are met. You will work closely with a diverse client base, providing expert advice on investments, loans, and insurance products. Your role will involve:

  • Assessing clients' financial situations and providing tailored advice to meet their goals
  • Managing business relationships and identifying areas for improvement
  • Staying up-to-date on industry trends and best practices
  • Participating in outreach activities and representing the organization in the community
What We Offer:

We offer a competitive salary and annual bonus, 4 weeks of flexible vacation, a defined benefit pension plan, group insurance, and reimbursement of health and wellness expenses. If you are a motivated and customer-focused individual with a passion for finance, we encourage you to apply.

Requirements:

To be successful in this role, you will need:

  • A bachelor's degree in a related field
  • A minimum of one year of relevant experience
  • Mutual fund representative certification
  • Knowledge of French and current financial events
  • Notions of compliance with legislation and techniques used to assess and monitor individual financing applications

Action-oriented, customer-focused, and able to work in a fast-paced environment, you will thrive in this role. If you are curious to see your future colleagues in action, we invite you to apply.



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