Build lasting member and client relationships at Desjardins through attentive financial advice, service follow-up, and solutions aligned with individual needs.

This Personal Finance Advisor serves mainly individual members and businesses, listening carefully before recommending investments, loans, and insurance products. The work requires interpersonal savvy, current industry knowledge, and collaboration with partners and experts to design integrated strategies.

Key Responsibilities:

- Listen to needs and recommend appropriate financial solutions
- Follow up on business relationships and service quality
- Identify improvement areas from member and client feedback
- Monitor financial services trends and industry best practices
- Participate in community outreach for the caisse

Requirements:

- Related bachelor's degree
- At least one year of relevant experience
- Autorité des marchés financiers mutual fund certificate
- French-language knowledge
- Alternative relevant qualifications and experience may qualify

Apply relationship-building, client service, and financial services knowledge as a Desjardins Personal Finance Advisor supporting lasting trust.

📌 Desjardins Member Client Financial Advisor (Terrebonne)
🏢 Desjardins
📍 Terrebonne