Personal Finance Advisor Montreal West
Job in
Montreal West, Montréal, Province de Québec, Canada
Listed on 2026-06-12
Listing for:
Desjardins
Full Time
position Listed on 2026-06-12
Job specializations:
-
Finance & Banking
Financial Advisor, Financial Consultant, Financial Sales, Financial Services
Job Description & How to Apply Below
Location: Montreal West
Overview
Step into a rewarding role as a Personal Finance Advisor with Desjardins, where your expertise will help clients navigate their financial futures. Build lasting relationships while driving their success.
Responsibilities- Advise members on effective financial strategies
- Assess and enhance client satisfaction levels
- Stay informed on market trends and financial services
- Participate in community outreach for Desjardins
- Relevant Bachelor’s degree
- Minimum one year experience in finance roles
- Must hold a mutual fund representative certificate
- Proficient in French communication
- Understanding of market trends and financial regulations
Utilize your customer focus and results-driven approach to excel as a Personal Finance Advisor at Desjardins.
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