Desjardins Member Financial Services Advisor
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Build trusted relationships with Desjardins members as a full-time, on-site financial services advisor. Support young people and individual clients with thoughtful financial guidance.
This Personal Finance Advisor role focuses on member and client sales and service within the caisse. You assess financial situations, identify goals, and recommend integrated strategies involving investments, loans, and insurance. Working with partners and experts, you balance client satisfaction, business objectives, profitability, and prudent risk management.
Key Responsibilities:
- Develop and maintain lasting business relationships
- Listen to needs and recommend suitable financial solutions
- Work with partners to design integrated strategies
- Monitor market trends and financial services practices
- Follow up on service quality and member satisfaction
Requirements:
- Related college diploma
- Minimum two years of relevant experience
- Mutual fund representative certificate from Autorité des marchés financiers
- French language knowledge
- Interpersonal savvy and customer focus
Apply relationship-building, financial expertise, and sound risk management to help Desjardins members choose appropriate solutions.
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