Advise young people and individual members on investments, loans, and insurance as a full-time, on-site Personal Finance Advisor. Build trusted relationships through tailored financial guidance.
At Desjardins, you will serve as a financing expert and resource person for the caisse. Listen to member and client needs, recommend appropriate solutions, and help identify expected results. Balance satisfaction, business objectives, profitability, and prudent risk management while working with partners and experts on integrated strategies.
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
- Monitor financial services trends and field best practices
- Represent the caisse during community outreach activities
Requirements:
- Bachelor's degree in a related field
- Minimum two years of relevant experience
- Mutual fund representative certificate from Autorité des marchés financiers
- Knowledge of French is required
- Interpersonal savvy and customer focus
Apply financial expertise, relationship management, and product knowledge to support Desjardins members and clients on site.
Personal Finance Advisor Investments Loans Insurance 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.
