Advise young people and individual members on investments, loans, and insurance as a full-time, in office Personal Finance Advisor. Build trusted relationships through tailored financial guidance.

At Desjardins, you will serve as a financing expert and resource person for the caisse. Listen to member and client needs, recommend appropriate solutions, and help identify expected results. Balance satisfaction, business objectives, profitability, and prudent risk management while working with partners and experts on integrated strategies.

Key Responsibilities:

- Advise members and clients on suitable financial strategies
- Identify expected results with members and clients
- Manage relationships and assess satisfaction and service quality




- Monitor financial services trends and field best practices
- Represent the caisse during community outreach activities

Requirements:

- Bachelor’s degree in a related field
- Minimum two years of relevant experience
- Mutual fund representative certificate from Autorité des marchés financiers
- Knowledge of French is required
- Interpersonal savvy and customer focus

Apply financial expertise, relationship management, and product knowledge to support Desjardins members and clients on site.

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📌 Personal Finance Advisor Investments Loans Insurance (Laval)
🏢 Desjardins
📍 Laval