Advise members and clients on investments, loans, and insurance while building trusting relationships as a Personal Finance Advisor at Desjardins.
You will support young people and individual members by understanding financial needs and recommending suitable solutions. This role requires interpersonal savvy, financial services knowledge, and sound risk management. You will balance satisfaction, business objectives, profitability, and prudent decision-making.
Key Responsibilities: Advise members and clients on appropriate 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 through community outreach
Requirements: College diploma in a related field
Minimum two years of relevant experience
Mutual fund representative certificate from Autorité des marchés financiers
Knowledge of French is required
Customer focus and interpersonal savvy
Bring financial expertise, relationship management, and investment knowledge to help Desjardins members pursue appropriate financial solutions.

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