Support members and clients through investments, loans, and insurance recommendations as a Personal Finance Advisor with Desjardins.

This Personal Finance Advisor serves mainly individual members and businesses while balancing satisfaction, business objectives, profitability, and prudent risk management. You assess financial situations, design appropriate solutions with partners and experts, and maintain trusted business relationships. French knowledge is required.

Key Responsibilities:

- Recommend investments, loans, and insurance products
- Listen to needs and assess financial situations
- Develop integrated strategies with partners and experts
- Follow up on service quality and improvement areas
- Stay current on market trends and best practices

Requirements:

- Related bachelor's degree
- At least one year of relevant experience
- Mutual fund representative certificate from Autorité des marchés financiers
- French language knowledge
- Alternative qualification and experience combinations may qualify

Bring customer focus, action orientation, and financial services expertise to investment, lending, and insurance guidance at Desjardins.

📌 Financial Services Advisor Investments Loans (Rouyn-Noranda)
🏢 Desjardins
📍 Rouyn-Noranda