Desjardins is seeking a Personal Finance Advisor to develop lasting relationships with members and clients, listening to needs and offering suitable financial advice. You will collaborate with a client base of individuals and businesses, balancing customer satisfaction with profitability and prudent risk management.
In this role you will stay informed about market trends, work with partners to design integrated strategies, and participate in community outreach to represent the caisse.
📌 Remote Personal Finance Advisor | Client Growth & Strategy (Quebec City)
🏢 Desjardins
📍 Quebec City
Reply to this offer
Impress this employer describing Your skills and abilities, fill out the form below and leave Your personal touch in the presentation letter.