Advise members and clients on investments, loans, and insurance while building lasting relationships in a hybrid Desjardins workplace. French is required.
As a Personal Finance Advisor, you develop trusting business relationships with individual members and businesses. You listen to financial needs, recommend appropriate solutions, and balance satisfaction, profitability, business objectives, and prudent risk management. You collaborate with partners and experts on integrated strategies.
Key Responsibilities: Advise members and clients on appropriate financial strategies
Identify expected results with members and clients
Manage relationships and assess satisfaction and service quality
Monitor industry developments, market trends,



and best practices
Represent the caisse through community outreach activities
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 is required
Other qualification and experience combinations may be considered
Bring interpersonal savvy, customer focus, and financial services expertise to Desjardins member and client advisory relationships.

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📌 Personal Finance Advisor Investments Loans (Quebec City)
🏢 Desjardins
📍 Quebec City