Onsite Personal Finance Advisor

Desjardins is seeking a Personal Finance Advisor to develop and maintain lasting relationships with members and clients, listening to needs and offering tailored financial solutions. You will advise on investments, loans and insurance to help clients reach their goals, while balancing client satisfaction with profitability and prudent risk management.

The role involves working with a client base of young people and individuals, and requires strong interpersonal skills, travel to service centres,