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.