Use financial expertise and interpersonal savvy as a Personal Finance Advisor, recommending investments, loans, and insurance products. The role is hybrid.

At Desjardins, you will advise individual members, clients, and businesses on suitable financial solutions. You will balance satisfaction, business objectives, profitability, and prudent risk management. Integrated strategies are developed with partners and experts to meet client needs.

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 field 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 relationship management, financial advice, and risk awareness to Desjardins members, clients, and business relationships every day.

📌 Personal Finance Advisor Investments Loans Insurance (Lorrainville)
🏢 Desjardins
📍 Lorrainville