Advise Desjardins members and clients on investments, loans, and insurance while building lasting relationships in a hybrid work model. Use interpersonal savvy to connect financial needs with appropriate solutions and goals.
As a Personal Finance Advisor, you serve individual members and businesses through advice tailored to their financial situations. You balance satisfaction, business objectives, profitability, and prudent risk management. Your work includes financial strategies, relationship management, service quality, and community outreach.
Key Responsibilities: Advise members and clients on appropriate financial strategies
Identify expected results with members and clients
Manage relationships and assess satisfaction and service quality
Recommend investments, loans,



and insurance products
Represent the caisse through community outreach activities
Requirements: Bachelor’s degree in a related field
Minimum one year of relevant experience
Mutual fund representative certificate from Autorité des marchés financiers
Knowledge of French and current financial events
Knowledge of debt management and financing assessment techniques
Bring financial advice, relationship management, and product knowledge to support Desjardins members, clients, and business objectives.

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📌 Personal Finance Advisor Desjardins (New Brunswick)
🏢 Desjardins
📍 New Brunswick