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.

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