Advise members and clients on investments, loans, and insurance while building trusting relationships as a Personal Finance Advisor at Desjardins.
You will support young people and individual members by understanding financial needs and recommending suitable solutions. This role requires interpersonal savvy, financial services knowledge, and sound risk management. You will balance satisfaction, business objectives, profitability, and prudent decision-making.
Key Responsibilities:
- Advise members and clients on appropriate financial strategies
- Identify expected results with members and clients
- Manage relationships and assess service quality
- Monitor industry trends and field best practices
- Represent the caisse through community outreach
Requirements:
- College diploma in a related field
- Minimum two years of relevant experience
- Mutual fund representative certificate from Autorité des marchés financiers
- Knowledge of French is required
- Customer focus and interpersonal savvy
Bring financial expertise, relationship management, and investment knowledge to help Desjardins members pursue appropriate financial solutions.
Personal Finance Advisor Investments Loans Insurance employer: Desjardins Technology Group
Desjardins is an exceptional employer that prioritizes employee growth and development, offering a competitive salary, flexible vacation, and a defined benefit pension plan. With a strong commitment to equity, diversity, and inclusion, Desjardins fosters a collaborative work culture where employees are empowered to build effective teams and enhance their skills while serving the community. As a Market Development Manager, you will play a pivotal role in shaping business strategies and ensuring high-quality service for members and clients, all within a supportive environment that values your contributions.
Contact Details:
Desjardins Technology Group Recruitment Team
