02 Nov
|
Desjardins
|
Montreal
02 Nov
Desjardins
Montreal
Build a financial consulting career on Montreal Island as a Personal Finance Advisor, applying finance knowledge to financing and savings needs.
Desjardins seeks a university graduate to support members and clients with accessible, tailored advice. You will develop financial strategies covering savings, credit, and protection. The position also involves client portfolio follow-up, relationship building, and tracking economic trends.
Key Responsibilities:
- Support financing and savings needs with tailored advice
- Develop strategies for savings, credit, and protection
- Build trusting relationships with clients and members
- Follow client portfolios rigorously over time
- Suggest improvements to the client experience
Requirements:
- Recently completed bachelor's degree in finance
- Interest in financial consulting and personal finance
- Ability to offer accessible, personalized recommendations
- Commitment to staying current on economic trends
- Action-oriented, customer-focused approach to service
Apply finance training, client follow-up, and strategy development as a Personal Finance Advisor with Desjardins in Montreal.
📌 Personal Finance Advisor Graduate Montreal
🏢 Desjardins
📍 Montreal