Advise individuals and businesses on investments, loans, and insurance while building trusting relationships with members and clients.
As a Personal Finance Advisor at Desjardins, you assess financial needs and recommend appropriate solutions. You balance satisfaction, business objectives, profitability, and prudent risk management. Interpersonal savvy supports your work with clients, partners, and experts to develop integrated strategies.
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
Bring financial advice, relationship management, and product expertise to Desjardins members, clients, and business relationships.

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