Desjardins seeks a Financial Services Advisor with interpersonal savvy and financial services knowledge to support members, clients, and business relationships. Hybrid work is indicated.

This Personal Finance Advisor role serves mainly individual members and businesses. You listen to needs, provide advice suited to financial situations, and help clients select solutions supporting their goals. You stay current on markets, industry practices, legislation, and products while coordinating with partners and experts.

Key Responsibilities:

- Develop lasting and trusting business relationships
- Listen to member and client financial needs
- Follow up and identify service improvement areas
- Stay current on markets and industry best practices
- Participate in caisse community outreach activities

Requirements:

- Bachelor’s degree in a related field
- Minimum one year of relevant experience
- Knowledge of current financial and economic events
- Knowledge of compliance legislation for financial products
- Knowledge of Desjardins processes, policies, and standards

Bring customer focus, nimble learning, and financial services expertise to member and client advisory work at Desjardins.

📌 Desjardins Financial Services Advisor (Ste-Catherine-de-la-Jacques-Cartier)
🏢 Desjardins
📍 Ste-Catherine-de-la-Jacques-Cartier