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Launch your career in financial consulting on the Island of Montreal Have you just completed your bachelor's degree in finance and wish to put your knowledge into practice in a stimulating environment? Join us as a Personal Finance Advisor, University Graduate, to build a dynamic career in financial consulting, directly on the Island of Montreal. More specifically, you will be required to:
- Support members and clients with their financing and savings needs by offering tailored and accessible advice
- Develop personalized financial strategies (savings, credit, protection) based on each person's goals and reality
- Build lasting trusting relationships and ensure rigorous follow-up of your client portfolio
- Suggest ways to improve and actively contribute to the evolution of the client experience
- Stay up-to-date on economic trends and best practices in the financial sector
Required
Launch your career in financial consulting on the Island of Montreal Have you just completed your bachelor's degree in finance and wish to put your knowledge into practice in a stimulating environment? Join us as a Personal Finance Advisor, University Graduate, to build a dynamic career in financial consulting, directly on the Island of Montreal. More specifically, you will be required to:
- Support members and clients with their financing and savings needs by offering tailored and accessible advice
- Develop personalized financial strategies (savings, credit, protection) based on each person's goals and reality
- Build lasting trusting relationships and ensure rigorous follow-up of your client portfolio
- Suggest ways to improve and actively contribute to the evolution of the client experience
- Stay up-to-date on economic trends and best practices in the financial sector
Which Makes This Opportunity An Excellent Starting Point
- An environment conducive to learning and professional development
- Practical experience to start your career in your field of study
- The opportunity to have a real impact on people's financial health
What we offer*
- Competitive salary and annual bonus
- 4 weeks of flexible vacation starting in the first year
- Defined benefit pension plan that provides predictable, stable income throughout retirement
- Group insurance, including telemedicine
- Reimbursement of health and wellness expenses and telework equipment
- Benefits are subject to eligibility criteria.
What You Bring To The Table
- Recently completed Bachelor's degree in finance, business administration or a related field
- Mutual fund representative certificate – Autorité des marchés financiers, obtained or in the process of being obtained
- Advanced proficiency in written and spoken French Intermediate level proficiency in English due to the nature of the duties or work tools, or because the position involves interactions with English-speaking partners, members and clients
- Knowledge of current financial, economic and regulatory news
Action oriented, Customer Focus, Differences, Nimble learning
Equity, Diversity, Inclusion and Accessibility
At Desjardins, we believe in equity, diversity and inclusion. We're committed to welcoming, respecting and valuing people for who they are as individuals, learning from their differences, embracing their uniqueness, and providing a positive workplace for all. At Desjardins, we have zero tolerance for discrimination of any kind. We believe our teams should reflect the diversity of the members, clients and communities we serve.
If there's something we can do to help make the recruitment process or the job you're applying for more accessible, let us know. We can provide accommodations at any stage in the recruitment process. Just ask!
Job Family
Member/client sales and service (FG)
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Personal Finance Advisor, University Graduate 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.
