Become a Personal Finance Advisor at Desjardins and drive member satisfaction through tailored financial advice. Forge lasting client relationships and support their financial goals in this engaging role.

In this position, you’ll develop and manage solid business relationships, ensuring member and client satisfaction. Your expertise will guide individuals and businesses in making informed financial decisions, balancing their needs with sound, prudent risk management. You will collaborate with partners to create integrated financial strategies and stay updated on current trends and best practices.

Key Responsibilities:
• Advise on financial strategies and expected results
• Manage and assess client satisfaction and service quality
• Keep abreast of industry trends and practices
• Participate in community outreach activities

Requirements:
• Bachelor's degree in a related field
• Minimum one year of relevant experience
• Mutual fund representative certificate required
• Proficiency in French is essential

Bring your interpersonal savvy and action-oriented approach to help clients achieve their financial aspirations.
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📌 Personal Finance Advisor at Desjardins (Quebec City)
🏢 Desjardins
📍 Quebec City