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.

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Personal Finance Advisor Graduate Montreal