Financial Services Consultant
5 days ago
About the Role
We are seeking a Financial Services Consultant to join our team at Desjardins Group. As a key member of our organization, you will play a vital role in developing and maintaining lasting relationships with members and clients.
As a Financial Services Consultant, you will be responsible for advising members and clients on strategies to meet their financial goals. You will work closely with a client base consisting mainly of individual members and businesses, driving results by recommending investments, loans, and insurance products.
To be successful in this role, you will need to have strong interpersonal skills and the ability to balance member/client satisfaction, business objectives, profitability, and sound risk management. You will also need to stay up-to-date on the financial services industry, market trends, and best practices in your field.
Key Responsibilities
- Advise members and clients on strategies to meet their financial goals
- Manage business relationships, assess member/client satisfaction, and identify areas for improvement
- Stay up-to-date on the financial services industry, market trends, and best practices
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
Requirements
- Bachelor's degree in a related field
- A minimum of one year of relevant experience
- Mutual fund representative certificate – Autorité des marchés financiers
- Knowledge of French is required
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