Advise Desjardins members and clients on investments, loans, and insurance while building lasting relationships in a hybrid work model. Use interpersonal savvy to connect financial needs with appropriate solutions and goals.
As a Personal Finance Advisor, you serve individual members and businesses through advice tailored to their financial situations. You balance satisfaction, business objectives, profitability, and prudent risk management. Your work includes financial strategies, relationship management, service quality, and community outreach.
Key Responsibilities:
- Advise members and clients on appropriate financial strategies
- Identify expected results with members and clients
- Manage relationships and assess satisfaction and service quality
- Recommend investments, loans, and insurance products
- Represent the caisse through community outreach activities
Requirements:
- 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 and current financial events
- Knowledge of debt management and financing assessment techniques
Bring financial advice, relationship management, and product knowledge to support Desjardins members, clients, and business objectives.
Personal Finance Advisor Desjardins in Alma employer: Desjardins
Desjardins is an exceptional employer that fosters a collaborative and inclusive work culture, making it an ideal place for professionals looking to thrive in the legal field. With a strong emphasis on employee development and innovation, you will have the opportunity to lead a dedicated team while contributing to meaningful outcomes for clients and members. Located in a vibrant community, Desjardins offers competitive benefits and a commitment to diversity, ensuring that every employee feels valued and empowered.
