Become a trusted finance advisor with Desjardins, fostering relationships and guiding clients on their financial journeys. Leverage your expertise to deliver tailored investment and insurance solutions in a hybrid work setting. In this role, you will develop and maintain valuable relationships with individual members and businesses.

Your interpersonal savvy will allow you to assess satisfaction and align strategies with your clients' financial goals. Keeping up with market trends and best practices will be crucial for your success in this hybrid position. Key Responsibilities:
Advise clients on effective financial strategies
Manage and enhance business relationships for satisfaction
Stay informed on industry trends and services
Participate in community outreach and representation Requirements:
Bachelor's degree in a relevant field
Minimum one year of relevant financial experience
Mutual fund representative certificate required
Knowledge of French is necessary
Other qualifications may be considered Bring customer focus, interpersonal skills, and proactive strategies to succeed as a finance advisor with Desjardins.

📌 Finance Advisor At Desjardins Repentigny
🏢 Desjardins
📍 Repentigny