Desjardins is seeking a Personal Finance Advisor to build lasting relationships with members and clients, listening to their needs and offering tailored financial solutions. You will work with individuals and businesses to balance client satisfaction with profitability and prudent risk management.
Responsibilities include advising on investments, loans and insurance, staying current on industry trends, and representing the caisse in community outreach.
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📌 Hybrid Personal Finance Advisor — Build Wealth (Montreal)
🏢 Desjardins
📍 Montreal
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