Become a financing expert advisor for Desjardins, helping members choose investments, loans, and insurance suited to their situations. French is required.
This Personal Finance Advisor position serves a client base of young people and individual members. You listen carefully, provide tailored advice, and collaborate with partners and experts on integrated strategies. Your expertise supports member satisfaction, business objectives, profitability, and sound risk management.
Key Responsibilities:

Serve as a financing expert and resource for the caisse
Identify expected results with members and clients
Design integrated strategies with partners and experts
Stay current on market trends and industry practices
Participate in community outreach and represent the caisse
Requirements:

Related college diploma
At least two years of relevant experience
Autorité des marchés financiers mutual fund representative certificate
French language knowledge
Interpersonal savvy for individual member relationships
Bring financial services expertise and collaborative relationship skills to Desjardins as a trusted financing advisor for members and clients.

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Desjardins Financing Expert Advisor