Shape financial futures as a Personal Finance Advisor with Desjardins. This hybrid role focuses on building lasting relationships and providing tailored financial advice to clients.Desjardins is seeking a Personal Finance Advisor to cultivate business relationships with individual members and businesses. In this position, you will assess clients' financial needs, recommend appropriate investment, loan, and insurance products, and ensure high satisfaction levels. Your interpersonal skills and industry expertise will allow you to design effective financial strategies while balancing risk and profitability.Key Responsibilities:Advise clients on tailored financial strategiesManage and assess client satisfaction and service qualityStay informed on industry trends and best practicesParticipate in community outreach activitiesRequirements:Bachelor's degree in a related fieldMinimum of one year of relevant experienceMutual fund representative certificate requiredKnowledge of French essentialUtilize your financial expertise and interpersonal skills to make a meaningful impact at Desjardins.

📌 Personal Finance Advisor At Desjardins (Quebec City)
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📍 Quebec City