Personal Finance Advisor, University Graduate

Desjardins; Montreal; Hybrid; CAD 45,000 - 65,000; Full time

Benefits offered by this job

Competitive salary

Annual bonus

4 weeks of flexible vacation

Defined benefit pension plan

Group insurance including telemedicine

Reimbursement of health and wellness

Job summary

Desjardins is hiring a Personal Finance Advisor, University Graduate, on the Island of Montreal. You will support members with financing and savings needs, developing tailored strategies to help clients achieve their goals.

As a graduate, you will build lasting client relationships, follow up on portfolios, and contribute to improving the client experience. The role emphasizes ongoing learning in a collaborative Desjardins environment.

Qualifications

• Recent finance graduate with a strong interest in personal finance or financial advisory.
• Ability to develop tailored financial strategies and client-focused solutions.
• Proactive in staying updated on economic trends and industry best practices.

Responsibilities

• Support members and clients with financing and savings needs through tailored advice.
• Develop personalized financial strategies (savings, credit, protection) aligned with client goals.
• Build lasting relationships and rigorous follow-up of client portfolios.
• Suggest improvements to enhance the client experience and engagement.
• Stay up-to-date on economic trends and best practices in the financial sector.

Skills

Action oriented

Customer focus

Adaptability

Lifelong learning

Education

Bachelor's degree in finance

Job description

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.

#LI-Hybrid

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)