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.

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