Advise members and clients on investments, loans, and insurance while building trusting relationships through personalized financial guidance. This hybrid chance requires French.

As a Personal Finance Advisor at Desjardins, you will serve individual members and businesses. You will assess financial needs, recommend appropriate solutions, and balance satisfaction, business objectives, profitability, and prudent risk management. A bachelor’s degree, relevant experience, and mutual fund certification support this work.

Key Responsibilities:

- Develop lasting business relationships with members and clients
- Listen to financial needs and provide suitable advice
- Recommend investments, loans, and insurance products




- Design integrated strategies with partners and experts
- Balance satisfaction, profitability, objectives, and risk management

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 is required
- Alternative qualification and experience combinations may be considered

Use financial expertise, interpersonal savvy, and customer focus to support Desjardins members, clients, and business relationships.

📌 Personal Finance Advisor Investments Loans (Canada)
🏢 Desjardins Technology Group
📍 Canada