Advise individuals and businesses on investments, loans, and insurance while building trusted relationships with Desjardins members and clients.
As a Personal Finance Advisor, you listen to financial needs and recommend appropriate solutions. You balance satisfaction, business objectives, profitability, and prudent risk management. You also collaborate with partners and experts to design integrated strategies supporting financial goals.
Key Responsibilities:
- Advise members and clients on suitable financial strategies
- Identify expected results with members and clients
- Manage relationships and assess service quality
- Monitor industry trends and field best practices
- Represent the caisse during 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 required
- Interpersonal savvy and customer focus
Use financial expertise, relationship management, and sound risk judgment to support Desjardins members, clients, and their goals.