Client-First Personal Finance Advisor

Desjardins is seeking a Personal Finance Advisor in Saint-Jean-sur-Richelieu, Canada. You will develop lasting relationships with members and clients, listen to their needs, offer tailored financial advice, and help choose suitable solutions to meet goals.

Your role balances client satisfaction with business objectives and prudent risk management. You will work with partners to design integrated strategies for individuals and businesses, driving results while maintaining trust and service