Personal Finance Advisor

Desjardins Group

Full-time Human Resources
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Location
chibougamau, qc, Canada
Posted
July 20, 2026

Job Description

As a personal finance advisor, you’re responsible for developing and maintaining lasting and trusting business relationships with members and clients, to ensure they’re satisfied.

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

  • Bachelor’s degree in a related field.
  • A minimum of one year of relevant experience.
  • Mutual fund representative certificate – Autorité des marchés financiers.
  • Knowledge of French is required.
  • Action oriented.
  • Customer focus.
  • Drive results.