Client-Focused Personal Finance Advisor (Hybrid)

Desjardins is seeking a Personal Finance Advisor to build lasting client relationships, listen to needs, and offer tailored financial advice. You will drive results by recommending investments, loans and insurance, serving as a trusted advisor for members and clients.

The role emphasizes community outreach and collaboration with partners to design integrated strategies that meet client needs. You will work in a hybrid setup, with a focus on member satisfaction, risk management, and achieving