Desjardins seeks a Financial Services Advisor focused on lasting client relationships, market awareness, and tailored financial solutions. This hybrid work model supports members and businesses.

In this Personal Finance Advisor position, you develop trusting business relationships with individual members and businesses. You assess satisfaction, follow service quality, and identify improvements while recommending investments, loans, and insurance. You also collaborate with partners and experts to design integrated strategies aligned with financial goals.

Key Responsibilities:

- Develop and maintain lasting member and client relationships
- Listen to needs and provide fitting financial advice
- Follow up on satisfaction and identify service improvements
- Stay current on industry trends and best practices
- Participate in community outreach and represent the caisse

Requirements:

- Related bachelor’s degree
- At least one year of relevant experience
- Autorité des marchés financiers mutual fund certificate
- French-language knowledge
- Interpersonal savvy and customer focus

Bring relationship management, financial services knowledge, and client-focused advice to Desjardins members, businesses, and community partners.

📌 Desjardins Financial Services Advisor (Ville-Marie)
🏢 Desjardins
📍 Ville-Marie