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.

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