Personal Finance Advisor
On-site · Sherbrooke, Quebec, Canada
Job Summary
Develop and maintain lasting relationships with members and clients as a Personal Finance Advisor for Desjardins caisse, advising on investments, loans and insurance products to meet financial goals. Interpret member/client needs, balance satisfaction with profitability and prudent risk management, work with partners to design integrated strategies, participate in outreach and represent the caisse in the community. Benefits include competitive salary with annual bonus, pension plan, group insurance, telemedicine, and wellness expense reimbursement; accommodations available in recruitment process.
Required Qualifications
- College diploma in a related field
- A minimum of two years of relevant experience
- 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.