Shape financial futures with Desjardins as a Personal Finance Advisor. Build trust-based relationships, provide tailored advice, and help clients achieve their financial goals.

As a Personal Finance Advisor at Desjardins, you will establish enduring connections with clients and members. Your role is centered on understanding client needs, offering sound advice on investments, loans, and insurance products, and driving satisfaction while managing balance and profitability. Collaborate with partners to develop strategies tailored to unique financial circumstances.

Key Responsibilities:



• Advise clients on financial strategies and solutions • Assess client satisfaction and service quality • Stay current on market trends in financial services • Conduct outreach activities to represent Desjardins • Collaborate with experts to create integrated solutions

Requirements: • Bachelor’s degree in a related field • One year of relevant financial advisory experience • Mutual fund representative certificate preferred • Solid knowledge of French is required • Commitment to equity, diversity, and inclusion

Leverage your expertise in finance to help clients navigate their financial journeys effectively. #J-18808-Ljbffr

📌 Personal Finance Advisor at Desjardins (Winnipeg)
🏢 Desjardins Group
📍 Winnipeg