Client-Centric Personal Finance Advisor (Montreal)

29 Sep

Desjardins Technology Group

Montreal

29 Sep

Desjardins Technology Group

Montreal

Desjardins is seeking a Personal Finance Advisor to develop lasting relationships with members and clients, listening to needs and offering tailored financial guidance. You will drive results by recommending investments, loans and insurance products while balancing client satisfaction, profitability and prudent risk management.

The role focuses on a client base of young people and individuals, with responsibilities that include community outreach and staying current with industry trends.

📌 Client-Centric Personal Finance Advisor (Montreal)
🏢 Desjardins Technology Group
📍 Montreal

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