Launch your career as a Personal Finance Advisor with Desjardins, where client satisfaction and tailored financial solutions are at the forefront of your responsibilities. Build lasting relationships with members while driving results.

In this role, your primary task is to establish and nurture trust-based relationships with clients and businesses. You will advise on investments, loans, and insurance products tailored to their unique needs. Keeping abreast of industry shifts and advocating for clients’ needs will be crucial to your performance and success.

Key Responsibilities:
• Provide financial strategy recommendations
• Conduct satisfaction assessments with members
• Stay current with trends in the financial sector
• Represent Desjardins during community outreach initiatives

Requirements:
• Bachelor's degree in a related area
• At least one year of applicable experience
• Mutual Fund Representative certificate needed
• Proficiency in French is essential
• Familiarity with compliance and financial legislation

Foster client relationships and achieve business objectives as a Personal Finance Advisor at Desjardins.
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📌 Desjardins Personal Finance Advisor (Quebec City)
🏢 Desjardins
📍 Quebec City