Website Desjardins Group
Job Description:
As a personal finance advisor, you’re responsible for developing and maintaining lasting and trusting business relationships with members and clients, to ensure they’re satisfied.
Job Responsibilities:
- Participate in outreach activities and represent the caisse in the community.
- Stay up-to-date on the financial services industry, market trends and best practices in your field.
- Manage business relationships, assess member/client satisfaction and service quality, follow up and identify areas for improvement.
- Advise members and clients on the best strategies and work with them to identify expected results.
Job Requirements:
- Knowledge of debt management
- Knowledge of current financial, economic, political and legislative events
- A minimum of 1 year of relevant experience
- Knowledge of the integration of financial data into computer systems
- College diploma in a related field
- Knowledge of all products and services aimed at caisse members and those offered by Desjardins Business Centres, Desjardins components and distribution networks, and those offered by competitors
Job Details:
Company: Desjardins Group
Job Category: Private Jobs
Vacancy Type: Full Time
Job Location: Quebec City, Quebec, CA
Application Deadline: N/A
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