Advise members and clients on investments, loans, and insurance while building lasting relationships at Desjardins. Hybrid work supports this member-focused position.

As a Personal Finance Advisor, you recommend suitable financial solutions aligned with clients’ situations and goals. You manage relationships with individuals and businesses, balance satisfaction with profitability, and apply prudent risk management. Interpersonal savvy supports effective advice and collaboration.

Key Responsibilities:

- Advise members and clients on appropriate financial strategies
- Recommend investments, loans, and insurance products
- Manage relationships and assess service quality
- Follow up and identify improvement areas
- Represent the caisse through community outreach activities

Requirements:

- Bachelor’s degree in a related field
- At least one year of relevant experience
- Mutual fund representative certificate from Autorité des marchés financiers
- Knowledge of French
- Availability Monday to Friday, including one evening weekly

Use financial expertise, relationship management, and sound risk judgment to support Desjardins members, clients, and business objectives.

📌 Personal Finance Advisor Investments Loans (Princeville)
🏢 Desjardins
📍 Princeville