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.

📌 Personal Finance Advisor Desjardins (Canada)
🏢 Desjardins
📍 Canada