Advise members and clients on investments, loans, and insurance while building lasting relationships at Desjardins. This hybrid opportunity includes community outreach.
As a Personal Finance Advisor, you support individual members and businesses with advice suited to their financial situations. You identify strategies, recommend appropriate solutions, and balance satisfaction, business objectives, profitability, and prudent risk management. Interpersonal savvy remains essential.
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 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
- Availability Monday to Friday, including one evening
Bring financial advice, relationship management, and investment knowledge to help Desjardins members and clients reach appropriate goals.
Personal Finance Advisor Investments Loans in Sorel-Tracy employer: Relevance
Desjardins est un employeur de choix, offrant un environnement de travail inclusif et dynamique au Bas-Saint-Laurent et en Gaspésie — Îles-de-la-Madeleine. Avec des avantages tels qu'un salaire concurrentiel, un régime de retraite à prestations déterminées et des opportunités de développement professionnel, nous valorisons le bien-être de nos employés tout en favorisant une culture de collaboration et d'engagement. Rejoindre notre équipe, c'est contribuer à un mouvement coopératif qui place les membres et clients au cœur de nos actions.
