Desjardins is seeking a personal finance advisor to build lasting relationships with members and clients, listening to their needs and offering tailored guidance to help achieve financial goals.
You will support advisor teams by handling financing and insurance needs, promote loans and insurance, and leverage recent technologies and channels while protecting clients' interests. Strong interpersonal skills are essential.
📌 Trusted Personal Finance Advisor for Assigned Clients (Montreal)
🏢 Desjardins
📍 Montreal
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