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