Become a financing expert advisor for Desjardins, helping members choose investments, loans, and insurance suited to their situations. French is required. This Personal Finance Advisor position serves a client base of young people and individual members. You listen carefully, provide tailored advice, and collaborate with partners and experts on integrated strategies. Your expertise supports member satisfaction, business objectives, profitability, and sound risk management.

Key Responsibilities
Serve as a financing expert and resource for the caisse Identify expected results with members and clients Design integrated strategies with partners and experts Stay current on market trends and industry practices Participate in community outreach and represent the caisse

Requirements:
Related college diploma At least two years of relevant experience Autorité des marchés financiers mutual fund representative certificate French language knowledge Interpersonal savvy for individual member relationships Bring financial services expertise and team-oriented relationship skills to Desjardins as a trusted financing advisor for members and clients. #J-18808-Ljbffr

📌 Finance & Insurance Specialist (La Tuque)
🏢 Desjardins
📍 La Tuque