Personal Finance Advisor: Create Impactful Client Wealth Plans

Desjardins Group is seeking a Personal Finance Advisor on-site in Montreal to build lasting relationships with members and clients. You will listen to needs, provide tailored advice on investments, loans and insurance, and help clients achieve their financial goals.

You will collaborate with partners to design integrated strategies and ensure satisfaction, profitability, and prudent risk management while representing Desjardins in outreach efforts and the community.