Personal Finance Advisor

Full‑time onsite position.

As a personal finance advisor, you’ll build lasting relationships with members and clients, ensuring their satisfaction while recommending suitable investments, loans, and insurance products. You’ll balance member satisfaction, business objectives, profitability, and risk management.

Responsibilities

• Advise members and clients on the best strategies and work with them to identify expected results.
• Manage business relationships, assess member/client satisfaction and service quality, follow up and identify areas for improvement.
• Stay up‑to‑date on the financial services industry, market trends and best practices in your field.
• Participate in outreach activities and represent the caisse in the community.

Qualifications

• Bachelor’s degree in a related field.
• Minimum of one year of relevant experience.
• Mutual fund representative certificate – Autorité des marc...

Ready to Apply?

Submit your application today and join our talented team at Desjardins Group.