Personal Finance Advisor focused on investments, loans, and insurance products, building trusting relationships with individual members and businesses. Hybrid work is indicated.

At Desjardins, you advise members and clients according to their financial situations and goals. You manage business relationships, assess satisfaction, and recommend appropriate solutions. You also balance client satisfaction, business objectives, profitability, and prudent risk management while working with partners and experts.

Key Responsibilities:

- Advise members and clients on suitable financial strategies
- Identify expected results with members and clients
- Manage relationships and assess service quality
- Recommend investments, loans, and insurance products
- Represent the caisse through community outreach activities

Requirements:

- Bachelor’s degree in a related field
- Minimum one year of relevant experience
- Knowledge of French is required
- Knowledge of financial products, services, and competitors
- Knowledge of debt management and financing assessment techniques

Apply your interpersonal savvy, financial services knowledge, and results orientation as a Desjardins Personal Finance Advisor.

📌 Personal Finance Advisor Investments Loans (Ste-Catherine-de-la-Jacques-Cartier)
🏢 Desjardins
📍 Ste-Catherine-de-la-Jacques-Cartier