Advise Desjardins members and clients on investments, loans, and insurance while building trusting business relationships. Work model is hybrid.
As a Personal Finance Advisor, you support individual members and businesses with advice suited to their financial situations. You listen to needs, recommend appropriate solutions, and balance satisfaction, objectives, profitability, and prudent risk management. You also work with partners and experts on integrated strategies.
Key Responsibilities:
- Develop and maintain lasting member and client relationships
- Identify financial needs and recommend appropriate solutions
- Advise on strategies and identify expected results
- Assess satisfaction and service quality, then follow up
- 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
- Interpersonal savvy and customer focus
Bring financial advice, relationship management, and product expertise to Desjardins members, clients, and business communities.
Personal Finance Advisor Investments Loans Insurance in Sainte-Julienne 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.
