Personal Finance Advisor
DesjardinsMontreal, Quebec, Canada
Posted April 6, 2026
Contract / Temporary
About the Company
Desjardins serves as a leading cooperative financial group, committed to offering diverse, reliable financial solutions.
Job Description
Temporary personal finance advisor position for 6 months at Caisse Desjardins de L'ÃŽle-des-Soeurs-Verdun, responsible for developing and maintaining business relationships with members and clients, advising on financial strategies, and participating in outreach activities.
Requirements
- Advise members and clients on best strategies and work with them to identify expected results
- Manage business relationships, assess member/client satisfaction and service quality, follow up and identify areas for improvement
- Stay up-to-date on the financial services industry, market trends and best practices in your field
Benefits
- Competitive salary
- Annual bonus
- 4 weeks of flexible vacation
- Defined benefit pension plan
- Group insurance including telemedicine
- Reimbursement of health and wellness expenses and telework equipment
