Client-Focused Personal Finance Specialist
Job in
Montreal West, Montréal, Province de Québec, Canada
Listed on 2026-06-15
Listing for:
Desjardins
Full Time
position Listed on 2026-06-15
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor, Financial Sales, Banking & Finance
Job Description & How to Apply Below
Make a difference as a Personal Finance Specialist with Desjardins. Focus on building long-lasting client relationships while providing personalized financial advice.
In this client-centric role, you will identify financial solutions tailored to individual and business clients, using your financial acumen to drive satisfaction and results. You'll collaborate with various partners to create integrated strategies that address diverse financial needs. Continuous learning about industry trends and best practices will be part of your approach.
Key Responsibilities:
• Guide clients in choosing suitable financial products
• Maintain and improve client satisfaction and relationship quality
• Stay current on financial market trends and services
• Represent Desjardins in community outreach initiatives
Requirements:
• Bachelor’s degree in a relevant discipline
• Minimum of one year of experience in finance
• Fluency in French is mandatory
• Mutual fund representative certification required
• Strong knowledge of financial product regulations
Enhance client experiences by utilizing your interpersonal savvy and action-oriented mindset as a Personal Finance Specialist.
#J-18808-Ljbffr
Note that applications are not being accepted from your jurisdiction for this job currently via this jobsite. Candidate preferences are the decision of the Employer or Recruiting Agent, and are controlled by them alone.
To Search, View & Apply for jobs on this site that accept applications from your location or country, tap here to make a Search:
To Search, View & Apply for jobs on this site that accept applications from your location or country, tap here to make a Search:
Search for further Jobs Here:
×