Personal Finance Advisor

As a personal finance advisor, you’re responsible for developing and maintaining lasting and trusting business relationships with members and clients, to ensure they’re satisfied.

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.
• A minimum of one year of relevant experience.
• Mutual fund representative certificate – Autorité des marchés financiers.
• Knowledge of French is required.
• Action oriented.
• Customer focus.
• Drive results.

  Ready to Apply?

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

  Submit Application