Personal Finance Advisor in Montreal

Location: Montreal (administrative region)

Start your career in financial consulting at Desjardins as a Personal Finance Advisor on Montreal Island. Provide tailored financial advice while developing and building client relationships.

This entry-level role is ideal for recent graduates with a bachelor's degree in finance or business administration. You will support clients with their financial goals by crafting personalized strategies. Stay informed on economic trends while enhancing client experiences through innovative solutions.

Key Responsibilities:

• Support clients with financing and savings needs

• Develop individualized financial strategies based on client goals

• Build trusting relationships for rigorous client portfolio follow‑up

• Suggest improvements for enhanced client experiences

• Stay updated on financial sector best practices

Requirements:

• Bachelor's degree in finance, business, or related field

• Mutual fund representative certificate (in progress acceptable)

• Advanced French proficiency; intermediate English

• Knowledge of financial and economic trends

• Customer-focused with a proactive approach

Elevate personal finance skills and impact clients’ financial health through dedicated consulting at Desjardins.