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Financial Advisor Position
Job in
Montreal West, Montréal, Province de Québec, Canada
Listed on 2026-06-17
Listing for:
Desjardins
Full Time
position Listed on 2026-06-17
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Sales -
Sales
Financial Sales
Job Description & How to Apply Below
Location: Montreal West
Join Desjardins as a Financial Advisor, focusing on client service and personalized financial solutions in the West Montreal area. This role requires strong interpersonal skills and financial acumen.
As a full-time advisor, you will cultivate and maintain business relationships with members, advising them on sound financial strategies tailored to their needs. Your expertise will drive results through effective relationship management, complex request analysis, and innovative service offerings.
Key Responsibilities:
• Build client relationships by identifying needs
• Advise clients on tailored financial solutions
• Analyze and handle complex client requests
• Collect and analyze relevant data
• Stay informed on industry trends for best practices
Requirements:
• College diploma in a finance-related field
• At least three years of industry experience
• Mutual fund representative certificate needed
• Proficiency in French and advanced English
• Willingness to travel within 60 km
Utilize your knowledge and interpersonal savvy to make a strong impact at Desjardins.
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