Location
roberval, qc, Canada
Posted
July 20, 2026
Job Description
Join Desjardins as a Personal Finance Expert, where you'll play a crucial role in helping clients achieve their financial dreams. Utilize your skills to build trust and drive impactful financial conversations.
As a Personal Finance Expert, you will advise clients on optimal financial strategies and maintain strong relationships with both individual and business clients. Your ability to assess satisfaction levels will help identify areas for service improvement, ensuring quality client care. Ongoing education on market trends and financial products will empower you to deliver insightful advice and practical solutions.
Key Responsibilities:
• Guide members through tailored financial recommendations
• Monitor and enhance client satisfaction metrics
• Keep current on financial industry best practices
• Engage in outreach activities representing Desjardins
Requirements:
• Bachelor’s degree in a related field
• Minimu...
As a Personal Finance Expert, you will advise clients on optimal financial strategies and maintain strong relationships with both individual and business clients. Your ability to assess satisfaction levels will help identify areas for service improvement, ensuring quality client care. Ongoing education on market trends and financial products will empower you to deliver insightful advice and practical solutions.
Key Responsibilities:
• Guide members through tailored financial recommendations
• Monitor and enhance client satisfaction metrics
• Keep current on financial industry best practices
• Engage in outreach activities representing Desjardins
Requirements:
• Bachelor’s degree in a related field
• Minimu...