Join Desjardins as a Personal Finance Advisor in a full-time, temporary role that emphasizes client relationships and strategic financial guidance. You will play a pivotal role in assisting clients with their financial needs.
In this 11-month position, you'll work closely with young people and individual members, utilizing your expertise to offer well-suited financial solutions. Your ability to balance member satisfaction with business objectives will be key, as you recommend investments and other financial products. You will actively participate in outreach initiatives to represent the caisse in the community.
Key Responsibilities:
• Provide tailored financial advice and solutions
• Manage relationships and assess service quality
• Stay informed on industry trends and best practices
• Collaborate with various partners for integrated strategies
• Participate in community representation activities
Requirements:
• College diploma in a related area
• Minimum two years’ relevant experience
• Certificate from Autorité des marchés financiers
• Solid French and intermediate English skills
• Action-oriented with interpersonal savvy
Leverage your financial expertise to make a difference at Desjardins while supporting clients' unique financial aspirations.
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📌 Desjardins Personal Finance Expert Needed (Quebec City)
🏢 Desjardins Group
📍 Quebec City
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