Conseiller ou conseillère, Finances personnelles, Relève universitaire

Desjardins; Montreal; Hybrid; CAD 45,000 - 60,000; Full time

Benefits offered by this job

Competitive salary and annual bonus

4 weeks of flexible vacation

Defined benefit pension plan

Group insurance including telemedicine

Reimbursement of health and wellness  

Telework equipment

Job summary

Desjardins is seeking a Personal Finance Advisor, University Graduate, to launch a career in financial consulting on the Island of Montreal. The role is hybrid, combining in-person and remote work to support members with financing and savings needs.

You will develop personalized financial strategies, build lasting client relationships, and stay current on market trends. A bachelor’s degree in finance or related field and AMF certification are required; bilingual communication is valued.

Qualifications

• 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.
• Advanced proficiency in written and spoken French.
• Intermediate proficiency in English.
• Knowledge of current financial, economic and regulatory news.

Responsibilities

• Support members and clients with 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.

Skills

French language proficiency

English language proficiency

Education

Bachelor's degree in finance or related field

Mutual fund representative certificate (AMF)

Job description

Personal Finance Advisor, University Graduate**We use cookies to personalize your content and make your digital experience better. Certain cookies may be collected with your consent. Read our policy**### Personal Finance Advisor, University GraduateApply: The work arrangement for the position is hybrid work: Montréal: Full time: Posted Today: R2612055Launch 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.*#LI-Hybrid **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 newsAction 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)