Elevate your career as a Full time Personal Finance Advisor at Desjardins. Develop trust-based relationships with clients and members while providing tailored financial advice and solutions.

In this vital role, you will manage business relationships, ensuring member satisfaction and identifying service improvement areas. Your expertise will guide young clients in making informed financial decisions through personalized advice on investments, loans, and insurance products. Engage with various stakeholders to create integrated strategies that fulfill client goals.

Key Responsibilities:
• Advise clients on personalized financial strategies
• Assess member satisfaction and enhance service quality
• Stay informed on market trends and financial services
• Participate in community outreach activities

Requirements:
• Bachelor’s degree in a related field
• Minimum one year of relevant experience
• Mutual fund representative certificate required
• Knowledge of French is essential
• Willingness to travel to service centers

Drive client satisfaction and financial success as part of the Desjardins team.
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📌 Full-Time Personal Finance Advisor (Quebec City)
🏢 Desjardins Group
📍 Quebec City