Become a trusted Personal Finance Advisor with Desjardins, where you'll build meaningful relationships and offer tailored financial advice. Drive client satisfaction by recommending suitable investments and solutions. In this role, you will develop long-lasting connections with clients and members, offering strategies that meet their financial goals.

Your interpersonal savvy is crucial as you assess satisfaction levels and identify opportunities for enhancement. Collaborating with experts, you will create comprehensive financial strategies while staying informed about market trends and best practices. Key Responsibilities:

- Advise clients on tailored financial strategies and solutions
- Manage and enhance business relationships with clients




- Assess satisfaction levels and inform service improvements
- Stay updated on financial market trends and best practices
- Represent Desjardins in community outreach activities Requirements:
- Bachelor’s degree in a relevant field
- Minimum one year of relevant experience
- Mutual fund representative certificate required
- Knowledge of French is necessary
- Other combinations of qualifications may be considered Leverage your financial expertise to help clients achieve their goals at Desjardins.

📌 Personal Finance Advisor at Desjardins (Saint-Félicien)
🏢 Desjardins
📍 Saint-Félicien