Advise Desjardins members and clients on investments, loans, and insurance while building lasting relationships in a hybrid work model. Use interpersonal savvy to connect financial needs with appropriate solutions and goals.As a Personal Finance Advisor, you serve individual members and businesses through advice tailored to their financial situations. You balance satisfaction, business objectives, profitability, and prudent risk management. Your work includes financial strategies, relationship management, service quality, and community outreach.Key Responsibilities:Advise members and clients on appropriate financial strategiesIdentify expected results with members and clientsManage relationships and assess satisfaction and service qualityRecommend investments, loans,



and insurance productsRepresent the caisse through community outreach activitiesRequirements:Bachelor’s degree in a related fieldMinimum one year of relevant experienceMutual fund representative certificate from Autorité des marchés financiersKnowledge of French and current financial eventsKnowledge of debt management and financing assessment techniquesBring financial advice, relationship management, and product knowledge to support Desjardins members, clients, and business objectives.#J-18808-Ljbffr

📌 Client-Focused Personal Finance Advisor (Hybrid) (Winnipeg)
🏢 Desjardins
📍 Winnipeg