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 solid 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
Robust interpersonal skills and customer focus Leverage your expertise in finance and relationship building as a Personal Finance Advisor at Desjardins.

📌 Full Time Personal Finance Advisor Role Sainte Adèle (Sainte-Adèle)
🏢 Desjardins
📍 Sainte-Adèle