Personal Finance Advisor
Hybrid · Lévis, Quebec, Canada
Lévis, Quebec, CanadaHybridFull TimeMid LevelBachelors DegreeEnterprise
Type
Full Time
Level
Mid Level
Education
Bachelors Degree
Company size
Enterprise
Job Summary
Advise members and clients on financial strategies, identify expected results, manage relationships and satisfaction, stay up-to-date on market trends and best practices, participate in outreach and represent Desjardins in the community; responsibilities include recommending investments, loans and insurance products, coordinating with partners to design integrated strategies, and delivering customer-focused service.
Required 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
Apply with one swipe on Sorce. We auto-fill applications and apply on your behalf — no cover letters, no 40-minute forms.
Hiring someone like this?
Get your role in front of qualified candidates on Sorce.