Advise individual members and businesses on investments, loans, and insurance through a hybrid personal finance advisor position. Build trust while balancing financial goals and prudent risk management.
At Desjardins, this personal finance advisor develops lasting business relationships with members and clients. You will assess needs, recommend appropriate solutions, and design integrated strategies with partners and experts. The work requires interpersonal savvy, customer focus, and results orientation.
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 is required
Other qualification and experience combinations may be considered
Use financial expertise, relationship management, and product knowledge to help Desjardins clients pursue appropriate financial solutions.

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📌 Personal Finance Advisor Investments Loans (Quebec City)
🏢 Desjardins
📍 Quebec City