Personal finance advisor

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

Apply Here