Advise members and clients on investments, loans, and insurance while building trusting business relationships at Desjardins. French is required for this role.

As a Personal Finance Advisor, you support individuals and businesses by understanding financial needs and recommending suitable solutions. You balance satisfaction, business objectives, profitability, and prudent risk management. You also collaborate with partners and experts to develop integrated strategies that address financial goals.

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 industry developments, market trends,



and field 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

Bring financial advice, relationship management, and investment knowledge to members and clients as a Desjardins Personal Finance Advisor.

📌 Personal Finance Advisor Investments Loans (Rivière-Rouge)
🏢 Relevance
📍 Rivière-Rouge