Personal Finance Advisor

Desjardins seeks a Personal Finance Advisor skilled in financial advice, relationship management, and tailored solutions for members and clients.

In this role, you develop lasting business relationships with individual members and businesses. You listen to financial needs, recommend investments, loans, and insurance products, and help clients pursue appropriate financial goals. Interpersonal savvy and sound risk management support balanced decisions.

• Advise members and clients on appropriate financial strategies
• Identify expected results with members and clients
• Manage relationships and assess satisfaction and service quality
• Monitor financial services trends and industry best practices
• Represent the caisse through community outreach activities

• Bachelor's degree in a related field
• Minimum one year of relevant experience
• Mutual fund representative certificate from Autorité des marchés financiers
• Knowledge of French is required
• Other qualification and experience combinations may be considered

Apply your financial expertise, interpersonal savvy, and customer focus as a Desjardins Personal Finance Advisor serving members and clients.