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.

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