Build trusted relationships with Desjardins members as a full-time, in office financial services advisor. Support young people and individual clients with thoughtful financial guidance.
This Personal Finance Advisor role focuses on member and client sales and service within the caisse. You assess financial situations, identify goals, and recommend integrated strategies involving investments, loans, and insurance. Working with partners and experts, you balance client satisfaction, business objectives, profitability, and prudent risk management.
Key Responsibilities: Develop and maintain lasting business relationships
Listen to needs and recommend suitable financial solutions
Work with partners to design integrated strategies
Monitor market trends and financial services practices
Follow up on service quality and member satisfaction
Requirements: Related college diploma
Minimum two years of relevant experience
Mutual fund representative certificate from Autorité des marchés financiers
French language knowledge
Interpersonal savvy and customer focus
Apply relationship-building, financial expertise, and sound risk management to help Desjardins members choose appropriate solutions.

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📌 Desjardins Member Financial Services Advisor (Quebec City)
🏢 Caisse Desjardins de La Baie - Bas-Saguenay
📍 Quebec City