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 relationshipsIdentify financial needs and recommend appropriate solutionsAdvise on strategies and identify expected resultsAssess satisfaction and service quality, then follow upRepresent 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 is requiredInterpersonal savvy and customer focusBring financial advice, relationship management, and product expertise to Desjardins members, clients, and business communities.#J-18808-Ljbffr

📌 Personal Finance Advisor (Saint-Michel-des-Saints)
🏢 Desjardins
📍 Saint-Michel-des-Saints