Desjardins is seeking a Personal Finance Advisor to build lasting relationships with members and clients. You will listen to needs, offer tailored advice on investments, loans and insurance, and help clients select solutions that align with their goals while balancing satisfaction with prudent risk management.
You will work with partners to design integrated strategies, stay informed on market trends, and participate in outreach to represent the caisse in the community.
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📌 Personal Finance Advisor - Hybrid, Flexible Vacation (Quebec City)
🏢 Relevance
📍 Quebec City
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