Personal Finance Advisor, University Graduate

Desjardins; Montreal West; On-site; CAD 50,000 - 70,000; Full time

Benefits offered by this job

Competitive salary

Annual bonus

4 weeks of flexible vacation in first年

Defined benefit pension plan

Group insurance including telemedicine

Health and wellness expenses/telework

Job summary

Desjardins on the Island of Montreal is seeking a University Graduate in finance to start a career as a Personal Finance Advisor. You will support members with financing and savings, develop personalized financial strategies, and build long-term client relationships in a dynamic, learning-focused environment.

You will contribute to client experience improvements, stay current on economic trends, and join a team that values diversity and inclusion. Montreal-based role with potential for growth.

Qualifications

• Bachelor's degree in finance, business administration or a related field.
• Mutual fund representative certificate – Autorité des marchés financiers (AMF).
• Advanced proficiency in written and spoken French with intermediate English.
• Knowledge of current financial, economic and regulatory news.

Responsibilities

• 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

Skills

Action oriented

Customer focus

Nimble learning

Differences

Education

Bachelor's degree in Finance/Business Admin or related field

Job description

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

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)