Desjardins seeks a Personal Finance Advisor skilled in financial advice, relationship management, and tailored solutions for members and clients.
In this role, you develop lasting business relationships with individual members and businesses. You listen to financial needs, recommend investments, loans, and insurance products, and help clients pursue appropriate financial goals. Interpersonal savvy and sound risk management support balanced decisions.
Key Responsibilities:
Advise members and clients on appropriate financial strategies
Identify expected results with members and clients
Manage relationships and assess satisfaction and service quality
Monitor financial services trends and industry 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
Other qualification and experience combinations may be considered
Apply your financial expertise, interpersonal savvy, and customer focus as a Desjardins Personal Finance Advisor serving members and clients.