Desjardins is seeking a Personal Finance Advisor focused on building lasting member relationships and delivering tailored financial advice. You’ll listen to needs, propose suitable investment, loan and insurance solutions, and collaborate with partners to design integrated strategies for members and clients.
The role emphasizes staying current with industry trends, risk-aware recommendations, and community outreach to strengthen caisse engagement and satisfaction.
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📌 Member Finance Advisor & Planning Specialist (Quebec City)
🏢 Desjardins
📍 Quebec City
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