Hybrid Personal Finance Advisor for Affluent Clients (Canada)

Hybrid Personal Finance Advisor for Affluent Clients (Canada)

25 Oct
|
Relevance
|
Canada

25 Oct

Relevance

Canada

Desjardins is seeking a Personal Finance Advisor to build lasting member relationships and tailor financial solutions for clients in Quebec. You will listen to needs, advise on loans, investments, and insurance, and coordinate with partners to design integrated strategies.

A solid focus on service quality and risk-aware recommendations is essential. The role emphasizes community outreach, ongoing market awareness, and collaboration with a cross-functional team in a hybrid work setting.

📌 Hybrid Personal Finance Advisor for Affluent Clients (Canada)
🏢 Relevance
📍 Canada

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