Advise members and clients on investments, loans, and insurance while building lasting relationships as a Personal Finance Advisor at Desjardins.

You will serve individual members and businesses, tailoring financial advice to their situations and goals. This role balances satisfaction, business objectives, profitability, and prudent risk management. You will collaborate with partners and experts to create integrated strategies.

Key Responsibilities:

- Recommend investments, loans, and insurance products
- Identify strategies and expected results with members
- Manage relationships and assess service quality
- Follow up and identify improvement areas
- Represent the caisse through community outreach

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 interpersonal savvy, financial expertise, and client focus to deliver appropriate solutions and sound relationship management at Desjardins.

📌 Personal Finance Advisor Investments Loans (Maria)
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📍 Maria