Advise members and clients on investments, loans, and insurance while building lasting relationships and understanding financial needs. French is required for this client-focused work.
As a Personal Finance Advisor at Desjardins, you support individual members and businesses with financial strategies. You listen to their goals, recommend appropriate solutions, and balance satisfaction, business objectives, profitability, and prudent risk management. Interpersonal savvy is essential in this work.
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
Monitor industry trends and financial services best practices
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
Interpersonal savvy and customer focus
Bring financial advice, relationship management, and investment knowledge to help Desjardins members pursue appropriate solutions.

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