Financial advisor

Desjardins

Marieville, QC

You will be attentive to what our members and clients are saying to better understand and address each specific situation, with the objective of optimizing their financial health.

You will be committed to providing excellent customer service so as to offer the highest quality financial solutions tailored to their needs.

Main position in the caisse network :

Wealth Management Advisor. Meet the needs of members by developing strategies and offering investment, financing and insurance products.

More key positions and brief descriptions of opportunitie :

Advisory Agent - Member and Client Experience. Support members and clients by telling them about existing applications and technological tools that can help them do transactions and operations on their own.

Financial Services Agent. Work in collaboration with personal finance advisors and improve the service offered to members (administrative / sales / service).

Personal Financial Advisor. Attend to members’ investment and... More Detail

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