Build lasting relationships as a Personal Finance Advisor at Desjardins. Tailor financial advice while helping members achieve their financial goals effectively.

In this role, you will develop robust business relationships with members and clients, ensuring their satisfaction and understanding their financial needs. Leveraging interpersonal skills, you will recommend appropriate investments, loans, and insurance solutions that align with each client’s situation. Staying updated on market trends and participating in community outreach are also vital aspects of this position.

Key Responsibilities:
• Advise clients on optimal financial strategies
• Manage client satisfaction and service quality
• Assess and identify areas for improvement




• Participate in community outreach activities
• Collaborate with partners to create integrated strategies

Requirements:
• General college diploma in finance or related field
• Minimum of two years relevant experience
• Mutual fund representative certificate required
• Knowledge of French is mandatory
• Strong interpersonal skills and customer focus

Embrace the chance to be a trusted advisor and impact clients' financial well-being at Desjardins.
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📌 Personal Finance Advisor at Desjardins (Quebec City)
🏢 Desjardins
📍 Quebec City