Personal Finance Advisor Graduate Montreal
Job in
Montreal, Montréal, Province de Québec, H1A 0A1, Canada
Listed on 2026-11-01
Listing for:
Desjardins
Full Time
position Listed on 2026-11-01
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Financial Sales, Loan Officer / Lending, Wealth Management
Job Description & How to Apply Below
Build a financial consulting career on Montreal Island as a Personal Finance Advisor, applying finance knowledge to financing and savings needs.
Desjardins seeks a university graduate to support members and clients with accessible, tailored advice. You will develop financial strategies covering savings, credit, and protection. The position also involves client portfolio follow-up, relationship building, and tracking economic trends.
Key Responsibilities:- Support financing and savings needs with tailored advice
- Develop strategies for savings, credit, and protection
- Build trusting relationships with clients and members
- Follow client portfolios rigorously over time
- Suggest improvements to the client experience
- Recently completed bachelor's degree in finance
- Interest in financial consulting and personal finance
- Ability to offer accessible, personalized recommendations
- Commitment to staying current on economic trends
- Action-oriented, customer-focused approach to service
Apply finance training, client follow-up, and strategy development as a Personal Finance Advisor with Desjardins in Montreal.
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