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.

📌 Finance Advisor - Trusted Client Relationships (Quebec City)
🏢 Desjardins Group
📍 Quebec City