Desjardins caisse is seeking a personal finance advisor to build lasting relationships with members and clients, listening to needs, offering strategic advice, and guiding them to suitable financial solutions. You will balance client satisfaction with profitability and risk, collaborating with Desjardins partners to design integrated strategies.
The role emphasizes advice on investments, loans, and insurance while maintaining compliance and community outreach.
📌 Trusted Personal Finance Advisor for Growth (L'Île-Perrot)
🏢 Hmara
📍 L'Île-Perrot
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