Location
lavaltrie, qc, Canada
Posted
July 09, 2026
Job Description
Elevate client financial well-being as a Personal Finance Advisor with Desjardins. This role focuses on building trusting relationships and offering tailored financial advice to enhance client satisfaction.
As a Personal Finance Advisor, you will engage with clients to understand their financial goals and provide precise recommendations on investments and insurance. This position emphasizes balancing client satisfaction with business objectives while staying informed about industry trends. Additionally, you will collaborate with experts to develop integrated financial strategies tailored for each member.
Key Responsibilities:
• Listen actively to client financial needs
• Recommend suitable investments and insurance products
• Balance client satisfaction with business profitability
• Collaborate to create integrated financial strategies
• Monitor business relationships and service quality
Requirements:
• College ...
As a Personal Finance Advisor, you will engage with clients to understand their financial goals and provide precise recommendations on investments and insurance. This position emphasizes balancing client satisfaction with business objectives while staying informed about industry trends. Additionally, you will collaborate with experts to develop integrated financial strategies tailored for each member.
Key Responsibilities:
• Listen actively to client financial needs
• Recommend suitable investments and insurance products
• Balance client satisfaction with business profitability
• Collaborate to create integrated financial strategies
• Monitor business relationships and service quality
Requirements:
• College ...