Financial Services Advisor at Desjardins
Desjardins
Advance your career with Desjardins as a Financial Services Advisor in the Estrie area. Focus on providing exceptional care for members’ investment and financing requests while improving service quality. This full-time position emphasizes creating financial strategies and promoting investment and insurance products. You will assess client satisfaction and manage ongoing relationships, ensuring each interaction enhances the overall member experience. Stay informed about industry best practices to deliver top-notch service. Key Responsibilities:
- Address members’ investment and financing service needs
- Develop investment strategies and insurance offerings
- Manage and nurture client business relationships
- Conduct satisfaction assessments and follow up on feedback
- Stay updated on industry trends and best practices
- Passion for the financial services sector
- Effective communication and relationship-building skills
- Strong focus on quality service and client satisfaction
- Previous experience or education in finance preferred
- Eagerness to learn and develop a financial career
Vacancy posted 8 days ago
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