Personal Finance Advisor at Desjardins

Location: Baie-Comeau

Shape financial futures as a Personal Finance Advisor with Desjardins in Manicouagan. Build trustworthy client relationships while providing tailored financial solutions and investment advice.

As a key advisor, you will manage client portfolios, assess satisfaction, and follow up to refine service excellence. With your knowledge of financial trends and products, you will guide clients in navigating their financial goals. This position requires interpersonal skills to work closely with individual members and businesses, driving results while balancing their needs and compliance with financial regulations.

Key Responsibilities:

• Advise clients on financial strategies and expected outcomes

• Manage and improve client satisfaction and service quality

• Stay updated on financial services and market trends

• Participate in outreach activities in the community

Requirements:

• Bachelor’s degree in a related field

• Minimum one year relevant experience

• Mutual fund representative certificate (AMF)

• Knowledge of financial products and services

• French language proficiency

Leverage your financial expertise and interpersonal skills to impact the community positively.
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