Personal Finance Advisor Investments Loans

Location: Baie-Sainte-Catherine

Use financial expertise and interpersonal savvy as a full-time, on-site Personal Finance Advisor serving Desjardins members and clients. Recommend investments, loans, and insurance products.
As a Personal Finance Advisor, you develop lasting business relationships with young people and individual members. You listen to financial needs, provide suitable advice, and help clients choose solutions supporting their goals. You also serve as a financing expert and resource for the caisse.

Key Responsibilities:

Advise members and clients on appropriate financial strategies
Recommend investments, loans, and insurance products
Manage relationships and assess satisfaction and service quality
Identify improvement areas through follow-up activities
Represent the caisse in community outreach activities
Requirements:
College diploma in a related field
At least two years of relevant experience
Mutual fund representative certificate from Autorité des marchés financiers
Knowledge of French
Action-oriented and customer-focused approach
Bring relationship management, financial advice, and product knowledge to Desjardins while balancing satisfaction, objectives, profitability, and risk.