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As a Personal Finance Advisor, you will develop and maintain business relationships, advise clients on financial strategies, manage satisfaction, and stay updated on market trends. You will represent the company in the community and balance client needs with business objectives.

As a Wealth Management Advisor, you will develop strategies and offers related to investment, financing, and protection, aiming at optimizing the financial health of clients. You will ensure customer satisfaction while balancing business objectives and risk management.

As a Financial Advisor at Desjardins Financial Security Investments, you will develop and maintain personalized relationships with clients, promote and sell financial products, ensure risk management and client satisfaction, analyze client needs, provide advice, and engage in client agreements. Your role requires strong knowledge of financial services and effective communication in both French and English.