Shape personal finance solutions for clients with Desjardins as a Personal Financial Advisor in West Montreal. Build relationships, drive client satisfaction, and meet diverse financial needs.
In this full-time, on-site role, you serve clients by understanding their unique financial goals and providing tailored advice. With at least three years of relevant experience, you'll analyze client needs, develop personalized strategies, and oversee portfolios for optimum satisfaction and performance.
Key Responsibilities:
• Establish advisory relationships by identifying client needs
• Set goals and guide clients on financial strategies
• Analyze complex requests to provide solutions
• Compile data and prepare insightful reports
• Monitor industry trends for best practices
Requirements:
• College diploma in a related field
• Minimum three years of relevant experience
• Mutual fund representative certificate required
• Knowledge of French and advanced English...