Become a trusted Personal Finance Advisor with Desjardins, where you’ll cultivate meaningful client relationships. Provide financial guidance, investment strategies, and service tailored to individual needs.

As a Personal Finance Advisor, you will engage with a diverse client base, ensuring their financial goals are met through personalized advice and outstanding service. Your role requires a solid focus on client satisfaction and effective risk management as you recommend insurance, investments, and loans to help clients reach their aspirations.

Key Responsibilities:
• Identify and implement optimal financial strategies for clients
• Assess satisfaction and service quality for continuous improvement




• Remain informed on current financial service industry trends
• Engage in community outreach activities for brand representation

Requirements:
• Bachelor’s degree in finance or related field
• One year of relevant financial advisory experience
• Valid mutual fund representative certificate
• Fluency in French required
• Comprehensive knowledge of financial and legislative contexts

Leverage your financial expertise and interpersonal skills to support clients’ goals at Desjardins.
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📌 Finance Advisor - Trusted Client Relationships (Quebec City)
🏢 Desjardins Group
📍 Quebec City