Elevate your career as a Personal Finance Advisor with Desjardins, dedicated to building solid client relationships and providing tailored financial advice. Understand clients’ needs to offer effective solutions and help them achieve their financial goals.

In this advisory role, you will develop and nurture relationships with both individual members and businesses. With a focus on client satisfaction, you will assess service quality and identify areas for improvement. Staying informed on financial trends is crucial, as is participating in community outreach to represent Desjardins effectively.

Key Responsibilities:
• Advise clients on financial strategies and expected outcomes
• Manage business relationships and assess client satisfaction
• Stay current on financial services and market trends
• Participate in community outreach activities to support visibility

Requirements:
• Bachelor’s degree in a related field
• Minimum one year of relevant experience
• Mutual fund representative certificate required
• Bilingualism in French is mandatory

Join Desjardins and leverage your interpersonal skills to drive results while supporting client financial well-being.
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📌 Personal Finance Advisor at Desjardins (Quebec City)
🏢 Desjardins Technology Group
📍 Quebec City