Join Desjardins as a Personal Finance Advisor, where you'll cultivate trusting relationships with clients to guide them towards their financial goals. Leverage your expertise in investments, loans, and insurance to deliver tailored financial solutions.

In this role, you'll engage closely with members and businesses, ensuring their satisfaction through interpersonal savvy and a client-first approach. You'll recommend effective strategies, monitor business relationships, and anticipate market trends. Collaborating with various partners, you'll create integrated strategies that fulfill the unique needs of clients.

Key Responsibilities:
• Advise clients on customized financial strategies
• Manage and enhance business relationships effectively




• Monitor client satisfaction and service quality continuously
• Stay informed on market trends and financial practices
• Participate in community outreach and representation

Requirements:
• Bachelor’s degree in a relevant area
• Minimum of one year experience in a related role
• Mutual Fund Representative Certificate required
• Proficiency in French is necessary
• Commitment to equity and diversity principles

Bring your financial expertise and interpersonal skills to Desjardins to empower clients on their financial journeys.
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📌 Personal Finance Advisor at Desjardins (Quebec City)
🏢 Desjardins Group
📍 Quebec City