Location
granby, estrie, Canada
Posted
July 20, 2026
Job Description
Become a Personal Finance Advisor with Desjardins and strengthen your community's financial well-being. Help clients develop strategies while managing relationships that matter.
The ideal candidate will guide members on the best financial strategies and ensure high service quality through periodic assessments. By attending community events, you will represent Desjardins and participate in outreach to cultivate meaningful connections with clients.
Key Responsibilities:
• Guide clients in selecting effective financial strategies
• Evaluate client satisfaction and improve service delivery
• Stay current with industry trends and practices
• Represent the caisse in outreach activities
Requirements:
• Bachelor’s degree in a relevant area
• One year of financial services experience
• Mutual fund certificate required
• Knowledge of French is essential
• Understanding of financial products and complianc...
The ideal candidate will guide members on the best financial strategies and ensure high service quality through periodic assessments. By attending community events, you will represent Desjardins and participate in outreach to cultivate meaningful connections with clients.
Key Responsibilities:
• Guide clients in selecting effective financial strategies
• Evaluate client satisfaction and improve service delivery
• Stay current with industry trends and practices
• Represent the caisse in outreach activities
Requirements:
• Bachelor’s degree in a relevant area
• One year of financial services experience
• Mutual fund certificate required
• Knowledge of French is essential
• Understanding of financial products and complianc...