Overview

Join Desjardins as a Financial Solutions Advisor dedicated to investment and financing in Lanaudière. This full-time, on-site role ensures excellence in customer service tailored to member needs.

As a Financial Solutions Advisor, you will be proactive in understanding clients' financial situations and delivering customized investment and financing strategies. Your commitment to service quality will enhance client satisfaction and improve business relationships. You will also be responsible for staying current with industry regulations and market developments to better serve our members.

Key Responsibilities

• Address members’ investment and financing needs effectively
• Create and offer personalized financial solutions
• Assess service quality and client satisfaction levels
• Maintain robust business relationships with clients
• Stay informed about market trends and best practices

Requirements ...