Financial Advisor – Client Relationship Focus

Become a Financial Advisor focused on client relationships at Desjardins. Cultivate trust and provide tailored financial advice while ensuring member satisfaction and achieving business objectives.
This role centers on developing and maintaining strong relationships with individual and business clients. You’ll leverage your financial knowledge to provide suitable solutions, balancing profitability and risk management. Engaging with the community and staying current with market trends are vital to your success.
Key Responsibilities:
• Offer financial advice and identify clients’ expected results
• Assess client satisfaction and make service improvements
• Monitor industry developments and best practices
• Represent the caisse in outreach initiatives
Requirements:
• Bachelor’s degree in finance or related field
• At least one year of relevant financial advisory experience
• Mutual fund representative certificate (if applicable)
• Proficient in French and ...