Advise individual members and businesses on investments, loans, and insurance through a hybrid personal finance advisor position. Build trust while balancing financial goals and prudent risk management.
At Desjardins, this personal finance advisor develops lasting business relationships with members and clients. You will assess needs, recommend appropriate solutions, and design integrated strategies with partners and experts. The work requires interpersonal savvy, customer focus, and results orientation.
Key Responsibilities:
- Advise members and clients on suitable 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 is required
- Other qualification and experience combinations may be considered
Use financial expertise, relationship management, and product knowledge to help Desjardins clients pursue appropriate financial solutions.
Personal Finance Advisor Investments Loans in Laval 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.
