Enhance financial well-being as a Personal Finance Advisor with Desjardins. Focus on building trusted relationships, offers personalized financial advice, and supporting clients' financial goals.

In this advisory role, you'll develop enduring business connections for client satisfaction. You'll assess individual and business needs, offering tailored solutions related to investments, loans, and insurance products. Ensuring knowledge of industry trends and best practices is essential as you implement strategies with various partners to effectively meet financial goals.

Key Responsibilities:
• Advise clients on optimal financial strategies
• Manage client relationships and satisfaction levels
• Stay informed about financial services market trends
• Participate in community outreach and representation

Requirements:
• Bachelor’s degree in related field
• Minimum one year of relevant experience
• Mutual fund representative certificate required
• Knowledge of French is mandatory
• Understanding of compliance in financial services

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