Desjardins | Personal Finance Advisor

Responsibilities

• 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.
• You serve as a financing expert advisor and resource person for the caisse.
• If there's something we can do to help make the recruitment process or the job you're applying for more accessible, let us know.
• Your role is to listen to members’ and clients’ needs, offer them advice that fits their financial situation and help them choose appropriate solutions to meet their financial goals.
• Advise members and clients on the best strategies and work with them to identify expected results.
• Manage business relationships, assess member/client satisfaction and service quality, follow up and identify areas for improvement.
• Participate in outreach activities and represent the caisse in the community.

What you bring to the table

• A minimum of two years of relevant experience.
• Knowledge of French is required

Desjardins

Desjardins is an employer hiring in India (sector: BFSI / Investments / Insurance).

Its finance, accounts, audit and tax openings in India are mostly in Montréal and Ville-Marie.

• Industry: BFSI / Investments / Insurance