Advise members and clients on investments, loans, and insurance while building trusting business relationships. This hybrid position requires financial expertise and interpersonal savvy.
As a Personal Finance Advisor at Desjardins, you support individual members and businesses with advice suited to their financial situations. You recommend appropriate solutions, balance satisfaction with business objectives, and manage prudent risk. Your work includes integrated strategies, market awareness, and community outreach.
Key Responsibilities:
- Advise members and clients on suitable financial strategies
- Identify expected results with members and clients
- Manage relationships and assess service quality
- Monitor industry trends and field best practices
- Represent the caisse through community outreach
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 required
- Availability to travel across caisse service locations
Bring financial advice, relationship management, and product expertise to Desjardins members, clients, and business relationships.