Support Desjardins members in the community through personal banking advice, relationship management, and financial solutions. This position requires knowledge of French.

As a Personal Finance Advisor, you maintain lasting business relationships and assess satisfaction and service quality. You advise young people and individual members according to their financial situations. You recommend appropriate products, monitor industry developments, and identify strategies aligned with financial goals.

Key Responsibilities:

- Listen to needs and provide appropriate financial advice
- Recommend products meeting members’ financial goals
- Follow up on relationships and service quality
- Identify business relationship and service improvements
- Represent the caisse in community activities

Requirements:

- College diploma in a related discipline
- Two years of relevant experience minimum
- Mutual fund representative certificate from the Autorité des marchés financiers
- Required knowledge of French
- Ability to balance satisfaction and business objectives

Apply interpersonal expertise, financial product knowledge, and sound judgment while advising Desjardins members and strengthening community relationships.

📌 Community Personal Banking Advisor Desjardins (La Tuque)
🏢 Desjardins
📍 La Tuque