Finance Advisor
Job in
Montreal West, Montréal, Province de Québec, Canada
Listed on 2026-06-23
Listing for:
Desjardins
Full Time
position Listed on 2026-06-23
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor, Financial Sales, Banking & Finance
Job Description & How to Apply Below
Location: Montreal West
Become a Full-Time Finance Advisor at Desjardins, focusing on personalized client services and developing strong financial relationships in West Montreal. This role centers on understanding client needs and driving satisfaction.
In this position, you will provide tailored advice, oversee portfolios, and analyze complex financial requests for members and clients. An emphasis on effective communication and relationship management is crucial to success and results in this dynamic environment.
Key Responsibilities:
• Foster client advisory relationships and retention
• Provide guidance on optimal financial strategies
• Assess and respond to complex client needs
• Analyze data, prepare recommendations and reports
• Monitor market trends and practices
Requirements:
• College diploma in a related area
• Minimum three years of relevant experience
• Required mutual fund representative certificate
• Knowledge of French and advanced English skills
• Up to 60 km travel availability
Bring your skills in finance and interpersonal savvy to deliver tailored solutions at Desjardins.
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