Advise members and clients on investments, loans, and insurance while building trusting relationships as a Personal Finance Advisor at Desjardins. French is required.
As a Personal Finance Advisor, you develop lasting business relationships with young people and individual members. You listen to financial needs, recommend appropriate solutions, and help identify strategies supporting financial goals. Your work balances satisfaction, business objectives, profitability, and prudent risk management.
Key Responsibilities: Advise members and clients on suitable financial strategies
Recommend investments, loans, and insurance products
Manage relationships and assess service quality
Track satisfaction and identify improvement areas
Represent the caisse through community outreach activities
Requirements: College diploma in a related field
Minimum two years of relevant experience
Mutual fund representative certificate from Autorité des marchés financiers
Knowledge of French is required
Robust interpersonal savvy with members and clients
Use financial expertise, relationship management, and product knowledge to support Desjardins members’ goals and sound risk management.

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📌 Personal Finance Advisor Investments Loans Insurance (Quebec City)
🏢 Desjardins
📍 Quebec City