Personal Finance Advisor Graduate Montreal (Canada)

Personal Finance Advisor Graduate Montreal (Canada)

02 Nov
|
Desjardins
|
Canada

02 Nov

Desjardins

Canada

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 (Canada)
🏢 Desjardins
📍 Canada

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