Advise individuals and businesses on investments, loans, and insurance while building trusted relationships with Desjardins members and clients.
As a Personal Finance Advisor, you listen to financial needs and recommend appropriate solutions. You balance satisfaction, business objectives, profitability, and prudent risk management. You also collaborate with partners and experts to design integrated strategies supporting financial goals.
Key Responsibilities:
- Advise members and clients on suitable 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 during 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 required
- Interpersonal savvy and customer focus
Use financial expertise, relationship management, and sound risk judgment to support Desjardins members, clients, and their goals.
Personal Finance Advisor Investments Loans Insurance in Victoriaville 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.
