Advise Desjardins members and clients on investments, loans, and insurance while building trusting business relationships. Work model is hybrid.
As a Personal Finance Advisor, you support individual members and businesses with advice suited to their financial situations. You listen to needs, recommend appropriate solutions, and balance satisfaction, objectives, profitability, and prudent risk management. You also work with partners and experts on integrated strategies.
Key Responsibilities:
- Develop and maintain lasting member and client relationships
- Identify financial needs and recommend appropriate solutions
- Advise on strategies and identify expected results
- Assess satisfaction and service quality, then follow up
- Represent the caisse through community outreach activities
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
- Interpersonal savvy and customer focus
Bring financial advice, relationship management, and product expertise to Desjardins members, clients, and business communities.