Advise members on investments, loans, and insurance while building trusting relationships as a Personal Finance Advisor. Work model: hybrid.

As a Personal Finance Advisor at Desjardins, you support young people and individual members. You listen to financial needs, recommend suitable solutions, and help identify expected results. Your expertise balances satisfaction, business objectives, profitability, and prudent risk management.

Key Responsibilities:

- Advise members on strategies suited to financial situations
- Recommend investments, loans, and insurance products
- Manage relationships and assess service quality
- Identify follow-up actions and areas for improvement
- Represent the caisse during community outreach activities

Requirements:

- College diploma in a related field
- Minimum two years 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 support Desjardins members and clients as their trusted advisor.

📌 Personal Finance Advisor Investments Loans (Montreal)
🏢 Relevance
📍 Montreal