Advise members and clients on investments, loans, and insurance while building trusting relationships through personalized financial guidance. This hybrid prospect 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 Victoriaville (Canada)
🏢 Desjardins Technology Group
📍 Canada