Personal Finance Advisor: Client Planning & Growth (Montreal West)

Personal Finance Advisor: Client Planning & Growth (Montreal West)

25 Sep
|
Desjardins
|
Montreal West

25 Sep

Desjardins

Montreal West

Desjardins in Montreal West, Quebec, is seeking a full time on-site Member/Client Sales and Service representative to advise members on financial strategies and manage relationships. You will identify opportunities to improve service quality and stay informed on market trends.

The role requires a bachelor's degree, mutual fund certification, and French language proficiency. You will participate in outreach activities and represent the caisse in the community, contributing to customer-focused

📌 Personal Finance Advisor: Client Planning & Growth (Montreal West)
🏢 Desjardins
📍 Montreal West

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