Advise members and clients on investments, loans, and insurance while building trusting business relationships with Desjardins. Apply financial expertise to individual and business needs.

As a Personal Finance Advisor, you develop lasting relationships and recommend solutions aligned with financial situations and goals. You balance satisfaction, business objectives, profitability, and prudent risk management. You also collaborate with partners and experts to design integrated strategies for members and clients.

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
- Recommend investments, loans,



and insurance products
- 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 and advanced English proficiency
- Availability one evening weekly and rotating Saturdays

Bring relationship management, financial advice, and product expertise to help Desjardins members and clients pursue their goals.

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📌 Personal Finance Advisor Investments Loans (Montreal)
🏢 Desjardins
📍 Montreal