Financial Services Advisor

1 week ago


Montreal, Quebec, Canada Desjardins Full time

About Desjardins

Desjardins is a leader in the Canadian financial services industry, providing a wide range of products and services to individuals and businesses.

We're looking for a skilled Financial Services Advisor to join our team. As a key member of our business development team, you'll be responsible for building and maintaining strong relationships with clients, identifying their financial needs, and offering tailored solutions to meet those needs.

Job Description

  • Business Development: Identify new business opportunities and develop strategies to acquire new clients.
  • Client Relationship Management: Build and maintain strong relationships with existing clients, ensuring their financial needs are met and exceeded.
  • Financial Planning: Provide personalized financial planning and advice to clients, helping them achieve their financial goals.

Requirements

  • Bachelor's degree in a related field (e.g. finance, business administration)
  • Minimum 2 years of experience in financial services or a related field
  • Knowledge of financial products and services
  • Excellent communication and interpersonal skills
  • Ability to work in a fast-paced environment and meet sales targets

What We Offer

  • Competitive salary: $80,000 - $120,000 per year, depending on experience
  • Comprehensive benefits package, including health, dental, and vision coverage
  • Generous bonus structure based on performance
  • Opportunities for professional growth and development

About You

  • You have a passion for financial services and a desire to build long-term relationships with clients
  • You are a results-driven individual with excellent communication and interpersonal skills
  • You are able to work in a fast-paced environment and meet sales targets
  • You have a bachelor's degree in a related field and at least 2 years of experience in financial services or a related field


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