At a Glance
- Tasks: Help clients with personalized financial advice and strategies for savings and credit.
- Company: Join Desjardins, a leader in financial consulting on Montreal Island.
- Benefits: Gain valuable experience, build relationships, and develop your finance career.
- Other info: Dynamic role with opportunities to track economic trends and enhance client experiences.
- Why this job: Make a real difference in people's financial lives while growing your expertise.
- Qualifications: Recent finance graduate with a passion for personal finance and client service.
The predicted salary is between 49500 - 60500 $ per year.
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
Requirements
- 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.
Personal Finance Advisor in Montréal employer: Desjardins
Desjardins is an exceptional employer that fosters a collaborative and inclusive work culture, making it an ideal place for professionals looking to thrive in the legal field. With a strong emphasis on employee development and innovation, you will have the opportunity to lead a dedicated team while contributing to meaningful outcomes for clients and members. Located in a vibrant community, Desjardins offers competitive benefits and a commitment to diversity, ensuring that every employee feels valued and empowered.
