Location
ormstown, montérégie, Canada
Posted
July 04, 2026
Job Description
Become a trusted financial partner with Caisse Desjardins du Haut-Saint-Laurent. As a Personal Finance Advisor, provide bespoke financial advice and help clients achieve their goals.
This role focuses on developing strong, lasting relationships with individual members and businesses. You'll assess client needs, recommend financial products, and manage service quality to enhance satisfaction. Your engagement in outreach activities will further solidify your standing in the community and among clients.
Key Responsibilities:
• Provide tailored financial strategy advice to clients
• Assess and improve client satisfaction regularly
• Keep abreast of financial industry trends
• Represent the caisse in community outreach initiatives
Requirements:
• Bachelor’s degree in related discipline
• At least one year of relevant experience
• Required mutual fund representative certification
• Proficiency in French is...
This role focuses on developing strong, lasting relationships with individual members and businesses. You'll assess client needs, recommend financial products, and manage service quality to enhance satisfaction. Your engagement in outreach activities will further solidify your standing in the community and among clients.
Key Responsibilities:
• Provide tailored financial strategy advice to clients
• Assess and improve client satisfaction regularly
• Keep abreast of financial industry trends
• Represent the caisse in community outreach initiatives
Requirements:
• Bachelor’s degree in related discipline
• At least one year of relevant experience
• Required mutual fund representative certification
• Proficiency in French is...