Elevate your career with Desjardins as a full time Personal Finance Advisor. Foster lasting relationships with clients and guide them through tailored financial solutions for success.

In this role, you'll develop strong partnerships with clients, predominantly young individuals, ensuring their financial needs are met. Your expertise in investments, loans, and insurance will be critical as you assess satisfaction and identify improvement areas. Staying updated on market trends will bolster your ability to provide sound advice, driving results while balancing business objectives and risk management.

Key Responsibilities:
• Advise clients on optimal financial strategies
• Manage and strengthen client relationships




• Assess satisfaction and enhance service quality
• Stay informed on industry trends and best practices
• Represent the caisse in community outreach

Requirements:
• College diploma in a related field
• Minimum two years of relevant experience
• Mutual fund representative certificate required
• Knowledge of French is essential
• Strong interpersonal skills and customer focus

Leverage your expertise in finance and relationship building as a Personal Finance Advisor at Desjardins.
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📌 Full-Time Personal Finance Advisor Role (Quebec City)
🏢 Desjardins
📍 Quebec City