Personal Finance Advisor

Personal Finance Advisor – Desjardins

As a personal finance advisor, you develop and maintain lasting, trusting relationships with members and clients to ensure their satisfaction. You listen to their needs, provide advice tailored to their financial situation, and help them choose solutions that meet their goals. You drive results by recommending investments, loans, and insurance products and serve as a financing expert advisor and resource person for the caisse.

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

Benefits

EEO Statement

At Desjardins, we believe in equity, diversity and inclusion. We're committed to welcoming, respecting and valuing people for who they are as individuals, learning from their differences, embracing their uniqueness, and providing a positive workplace for all. At Desjardins, we have zero tolerance for discrimination of any kind. We believe our teams should reflect the diversity of the members, clients and communities we serve.

If there's something we can do to help make the recruitment process or the job you're applying for more accessible, let us know. We can provide accommodations at any stage in the recruitment process. Just ask!

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