Join Desjardins as a Personal Finance Advisor, where you build valuable relationships with clients and members to meet their financial goals. Your expertise in investments, loans, and insurance will drive satisfaction and results.In this hybrid role, you will advise clients on financial strategies while ensuring their happiness and meeting business objectives. With a bachelor's degree and at least one year of relevant experience, you'll expertly manage business relationships and follow up to enhance service quality. Your interpersonal skills are vital in fostering trust within the community.Key Responsibilities:Advise clients on financial strategies and identify expected outcomesManage and assess member satisfaction and service qualityStay current on industry trends and best practicesParticipate in outreach activities, representing Desjardins in the communityCollaborate with partners to design integrated solutionsRequirements:Bachelor's degree in a related fieldMinimum one year of relevant experienceMutual fund representative certificate requiredBilingual in French and EnglishStrong customer focus and results-driven attitudeLeverage your financial expertise and interpersonal savvy to impact lives positively at Desjardins.

📌 Personal Finance Advisor - Desjardins (Jamésie)
🏢 Desjardins Group
📍 Jamésie