Location
alexandria, stormont, dundas and glengarry counties, Canada
Posted
July 04, 2026
Job Description
Enhance your financial advisory skills with Desjardins in a temporary Personal Finance Advisor position. Build lasting relationships with clients while guiding them through financial decisions and strategies.
This 5-month role focuses on advising members and clients, ensuring their satisfaction, and understanding their financial needs. You'll collaborate closely with young individuals and help them navigate investments, loans, and insurance. Your expertise will guide the development of integrated strategies to meet diverse needs and drive business objectives.
Key Responsibilities:
• Advise clients on tailored financial strategies
• Manage and assess business relationships actively
• Stay updated on financial trends and best practices
• Participate in community outreach activities
• Identify areas for improving service quality
Requirements:
• College diploma in related field
• Minimum two years of relevant experience
• Mutual fund representative certific...
This 5-month role focuses on advising members and clients, ensuring their satisfaction, and understanding their financial needs. You'll collaborate closely with young individuals and help them navigate investments, loans, and insurance. Your expertise will guide the development of integrated strategies to meet diverse needs and drive business objectives.
Key Responsibilities:
• Advise clients on tailored financial strategies
• Manage and assess business relationships actively
• Stay updated on financial trends and best practices
• Participate in community outreach activities
• Identify areas for improving service quality
Requirements:
• College diploma in related field
• Minimum two years of relevant experience
• Mutual fund representative certific...