Join Desjardins as a Personal Finance Advisor, a hybrid position aimed at enhancing client satisfaction through tailored financial solutions. Utilize your expertise to meet diverse client needs. As a finance advisor, you'll establish lasting relationships with both individual and business clients.

You’ll provide financial advice, manage business relations, and follow up on client satisfaction levels. Your commitment to staying updated on industry best practices will be key to your success as you actively participate in outreach initiatives. Key Responsibilities:

- Provide members with tailored financial guidance
- Evaluate and enhance client relationships
- Keep informed on financial services trends
- Represent Desjardins during community activities Requirements:
- Relevant bachelor’s degree required
- One year of experience in a finance-related role
- Mutual fund representative certificate essential
- Proficiency in both French and English
- Robust customer service orientation Empower clients with the financial knowledge they need at Desjardins.

📌 Hybrid Personal Finance Advisor Role (Lasalle)
🏢 Desjardins Group
📍 Lasalle