Shape financial futures as a Personal Finance Advisor with Desjardins. Develop lasting relationships with clients while advising on tailored financial solutions in a dynamic setting.

In this key role, you will focus on building trust with members and clients while addressing their specific financial needs. Your expertise will guide their decisions on investments, loans, and insurance products, optimizing their financial strategy. Engage with a diverse clientele, including young individuals, to foster satisfaction and reporting on service quality.

Key Responsibilities:
• Advise on personalized financial strategies to meet goals
• Manage client relationships and assess satisfaction regularly
• Stay informed on industry trends and best practices
• Participate in community outreach and representation activities

Requirements:
• College diploma in finance or related field
• Minimum two years of relevant finance experience
• Mutual fund representative certificate required
• Knowledge of French is essential
• Availability for one evening shift per week

Apply your interpersonal skills and drive results to enhance client financial well-being at Desjardins.
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📌 Personal Finance Advisor at Desjardins (Quebec City)
🏢 Desjardins
📍 Quebec City