Remote Personal Finance Advisor | Client Growth & Strategy

Desjardins is seeking a Personal Finance Advisor to develop lasting relationships with members and clients, listening to needs and offering suitable financial advice. You will collaborate with a client base of individuals and businesses, balancing customer satisfaction with profitability and prudent risk management.

In this role you will stay informed about market trends, work with partners to design integrated strategies, and participate in community outreach to represent the caisse.