Location
paspébiac, qc, Canada
Posted
July 14, 2026
Job Description
Transform financial futures as a Personal Finance Advisor with Caisse populaire Desjardins du Centre-sud gaspésien. Engage with clients and provide tailored financial advice to achieve their goals.
In this position, you will build and maintain trusting relationships with individual members and businesses. Your role requires strong interpersonal skills to understand clients' financial needs and drive results through investments, loans, and insurance products. You will also stay updated on industry trends while participating in community outreach activities to represent Desjardins.
Key Responsibilities:
• Advise clients on financial strategies for their goals
• Manage and assess client relationships and satisfaction
• Stay informed on financial services and market trends
• Participate in community outreach initiatives
Requirements:
• Bachelor’s degree in a related field
• Minimum one year of relevant experience
• Mutual fund representative certificate requir...
In this position, you will build and maintain trusting relationships with individual members and businesses. Your role requires strong interpersonal skills to understand clients' financial needs and drive results through investments, loans, and insurance products. You will also stay updated on industry trends while participating in community outreach activities to represent Desjardins.
Key Responsibilities:
• Advise clients on financial strategies for their goals
• Manage and assess client relationships and satisfaction
• Stay informed on financial services and market trends
• Participate in community outreach initiatives
Requirements:
• Bachelor’s degree in a related field
• Minimum one year of relevant experience
• Mutual fund representative certificate requir...