Support members and clients as a Personal Finance Advisor by combining financial advice with relationship management. This hybrid role requires French and interpersonal savvy.
As a Personal Finance Advisor, you develop lasting business relationships and assess financial situations. You recommend loans and insurance products, support financing needs, and help clients choose appropriate solutions for their goals. You also advise on technologies and distribution channels while protecting client interests. The role balances satisfaction, business objectives, profitability, and prudent risk management.
Key Responsibilities:

Help members and clients set goals and develop strategies
Manage relationships and assess satisfaction and service quality
Follow up and identify areas for improvement
Recommend and sell loans and insurance products
Participate in outreach activities and community presence
Requirements:

College diploma in a related field
Minimum two years of relevant experience
Mutual fund representative certificate from Autorité des marchés financiers
Knowledge of French is required
Other qualification and experience combinations may be considered
Apply your financial services knowledge, client focus, and relationship skills as a Desjardins Personal Finance Advisor.

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Personal Finance Advisor Assigned Clientele