Desjardins is seeking a Personal Finance Advisor to build lasting relationships with members and clients. You will listen to needs, offer tailored financial advice, and help choose investments, loans, and insurance solutions. You’ll balance client satisfaction with business objectives and prudent risk management.
The role involves working with a client base of individuals and businesses, staying current on market trends, and participating in community outreach. Fluency in French is required.
📌 Client Focused Wealth Advisor & Strategy Partner Saint Jean Sur Richelieu (Saint-Jean-sur-Richelieu)
🏢 Desjardins
📍 Saint-Jean-sur-Richelieu
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