Personal Finance Advisor: Client Growth

7 days ago

Mascouche, Quebec, Canada Desjardins Full-time

Desjardins in Canada seeks a personal finance advisor to build lasting client relationships, listen to needs, and propose tailored solutions across investments, loans, and insurance. You'll serve youth and individual members, balancing satisfaction with profitability and prudent risk management.

The role emphasizes outreach, ongoing industry knowledge, and collaboration with partners. Desjardins offers competitive pay, a pension plan, group insurance, telemedicine, and telework equipment.