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Job Vacancy for Personal Finance Advisor at Desjardins in Montréal, QC

Desjardins company logo
Published 8 months ago

Desjardins is currently seeking applicants for the position of Personal Finance Advisor in the Montréal area. The available job type for this position is Full-time.

We are specifically looking for individuals who possess strong skills and have a minimum of beginners/seniors in the field. In addition to technical expertise, we highly value honesty, discipline, and a strong sense of responsibility in our employees.

Desjardins operates within the (according to the company) industry. If you are interested in applying for this position and becoming a part of our company, we encourage you to submit your application.

Job Information

Company:Desjardins
Position:Personal Finance Advisor
City:Montréal, QC
Province:QC
Education:Confidential
Employment Type:Full-time

Job Description

We are seeking a dedicated Personal Finance Advisor to join our team. This role involves helping clients manage their finances effectively and achieve their financial goals.

Key responsibilities include:

  • Assessing clients’ financial situations
  • Providing tailored financial advice
  • Developing financial plans and strategies
  • Monitoring and adjusting client portfolios

If you have a passion for finance and helping others, we want to hear from you!

Other Job Benefits

  • Balance between work and personal time
  • Performance-based bonuses
  • Opportunities for promotion within the company

Requirements

  • Excellent physical and mental condition
  • Minimum age of 18 years
  • Adherence to time regulations
  • Honesty and responsibility
  • Good and polite character
  • Willingness to grow
  • Additional requirements can be checked in the job form

Company Address

Province QC
City Montréal
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Company Information

Desjardins

Desjardins is Canada’s largest federation of credit unions, committed to providing comprehensive financial services to its members. Founded in 1900, it offers a wide range of products, including banking, insurance, and investment services. With a strong focus on community and social responsibility, Desjardins aims to enhance the economic and social well-being of its members. The organization operates primarily in Quebec but extends its services across Canada, reflecting a commitment to innovation and member satisfaction.