Personal Finance Strategist

5 days ago


Québec, Quebec, Canada Desjardins Full time

Company Overview


We are seeking a Personal Finance Strategist to join our team at Desjardins. As a personal finance advisor, you will be responsible for developing and maintaining lasting relationships with members and clients.



About the Role


The successful candidate will work closely with a client base consisting mainly of individual members and businesses, using expertise to balance member/client satisfaction, business objectives, profitability, and sound risk management.



Key Responsibilities



  • Advise members and clients on best strategies, working with them to identify expected results
  • Manage business relationships, assess member/client satisfaction, and service quality
  • Stay up-to-date on financial services industry trends and best practices in your field
  • Participate in outreach activities and represent Desjardins in the community


What We Offer


A competitive salary, estimated around $80,000 per year, plus a 4-week flexible vacation package, defined benefit pension plan, group insurance, and reimbursement of health and wellness expenses and telework equipment.



Required Skills and Qualifications


To succeed in this role, you must have a Bachelor's degree in a related field, a minimum of one year of relevant experience, and mutual fund representative certification from Autorité des marchés financiers.



Location


The ideal location for this position is not specified, but we encourage applicants from various locations.

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