Build lasting client relationships at Desjardins as a hybrid financial services advisor focused on tailored advice and integrated strategies. Support members, clients, and businesses with informed recommendations.

This personal finance advisor listens carefully to financial needs and helps identify solutions aligned with individual situations and goals. You will manage a mainly individual and business client base while balancing satisfaction, profitability, business objectives, and sound risk management. Collaboration with partners and experts is central.

Key Responsibilities:

- Listen to needs and recommend appropriate financial solutions
- Develop and maintain trusting business relationships
- Follow up and identify service improvement areas




- Stay current on industry trends and best practices
- Design integrated strategies with partners and experts

Requirements:

- Bachelor's degree in a related discipline
- At least one year of relevant experience
- Autorité des marchés financiers mutual fund representative certificate
- French knowledge is required
- Alternative qualification and experience combinations may qualify

Bring interpersonal savvy, financial services knowledge, and sound judgment to support Desjardins members and clients.

📌 Desjardins Financial Services Advisor (Laval)
🏢 Desjardins
📍 Laval