Financial Services Specialist

1 month ago


RouynNoranda, Canada Desjardins Full time
Job Title: Personal Finance Advisor

As a Personal Finance Advisor at Desjardins, you will play a key role in helping our members and clients achieve their financial goals. Your expertise will be essential in developing and maintaining lasting and trusting business relationships, ensuring that our clients are satisfied with our services.

Key Responsibilities:
  • Advise members and clients on the best financial strategies and work with them to identify expected results.
  • Manage business relationships, assess member/client satisfaction, and service quality, follow up, and identify areas for improvement.
  • Stay up-to-date on the financial services industry, market trends, and best practices in your field.
  • Participate in outreach activities and represent Desjardins in the community.
What We Offer:
  • Competitive salary and annual bonus
  • 4 weeks of flexible vacation starting in the first year
  • Defined benefit pension plan that provides predictable, stable income throughout retirement
  • Group insurance, including telemedicine
  • Reimbursement of health and wellness expenses and telework equipment
What You Bring to the Table:
  • College diploma in a related field
  • A minimum of two years of relevant experience
  • Mutual fund representative certificate – Autorité des marchés financiers
  • Knowledge of French is required


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