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Financial Guidance Specialist

3 months ago

Saguenay, Quebec, Canada Desjardins Full time

Are you enthusiastic about guiding individuals in their financial journeys and helping them reach their monetary aspirations? This role as a Financial Guidance Specialist offers you the chance to make a significant difference in the lives of our clients.

This is a full-time temporary position for 16 months, requiring on-site presence. As a Financial Guidance Specialist, your primary focus will be on cultivating and sustaining robust relationships with clients, delivering personalized financial counsel, and suggesting appropriate solutions to assist them in achieving their financial aims.

Key Responsibilities:

  • Provide expert advice on financial planning and investment strategies
  • Nurture client relationships and evaluate satisfaction levels
  • Keep abreast of industry developments and trends
  • Engage in community outreach initiatives

What we offer:

  • Competitive salary with performance bonuses
  • 4 weeks of flexible vacation time
  • Comprehensive pension plan and group insurance
  • Reimbursement for health and wellness expenses

Requirements:

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

If you possess a proactive mindset, a commitment to customer satisfaction, and a passion for achieving results, we invite you to consider this opportunity with Desjardins.