Client-Focused Personal Finance Advisor (La Tuque)

Client-Focused Personal Finance Advisor (La Tuque)

24 Oct
|
Relevance
|
La Tuque

24 Oct

Relevance

La Tuque

Desjardins is seeking a Personal Finance Advisor to build lasting client relationships, listen to needs, and offer tailored financial advice. You will drive results by recommending investments, loans and insurance, serving as a trusted advisor for members and clients.

The role emphasizes community outreach and collaboration with partners to design integrated strategies that meet client needs. You will work in a hybrid setup, with a focus on member satisfaction, risk management, and achieving

📌 Client-Focused Personal Finance Advisor (La Tuque)
🏢 Relevance
📍 La Tuque

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