On-site Personal Finance Advisor — Build Wealth & Plans (Montreal)

On-site Personal Finance Advisor — Build Wealth & Plans (Montreal)

13 Sep
|
Desjardins Group
|
Montreal

13 Sep

Desjardins Group

Montreal

Desjardins Group is seeking a Personal Finance Advisor to develop trusted relationships with members and clients on site. You will assess needs, offer tailored financial guidance, and recommend loans, investments, and insurance solutions to help meet financial goals.

You will analyze markets, stay informed on regulations, and collaborate with partners to design integrated strategies while balancing client satisfaction, profitability, and prudent risk management.

📌 On-site Personal Finance Advisor — Build Wealth & Plans (Montreal)
🏢 Desjardins Group
📍 Montreal

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