Become a Personal Finance Expert at Desjardins and build lasting relationships. Provide expert advice that aligns with clients’ financial aspirations in a supportive setting.

As a Personal Finance Expert, you will develop trusting relationships, understand client needs, and advise on investments, loans, and insurance. You will drive client engagement and satisfaction while balancing business goals and risk management. Your interactions with various partners will facilitate custom solutions for members.

Key Responsibilities:
• Counsel clients on effective financial strategies
• Monitor member satisfaction and service performance
• Keep updated on financial services industry trends
• Engage in community representation initiatives
• Collaborate with experts to formulate strategies

Requirements:
• Bachelor’s degree in a relevant discipline
• At least one year of related advisory experience
• French language proficiency is essential
• Familiarity with mutual fund representative practices
• Passion for equity and diversity in client service

Drive client success through your financial acumen and strong interpersonal skills at Desjardins.
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📌 Desjardins Personal Finance Expert (Quebec City)
🏢 Desjardins Group
📍 Quebec City