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.

#J-18808-Ljbffr

📌 Financial Services Advisor Investments Loans (Quebec City)
🏢 Desjardins
📍 Quebec City