Personal Finance Advisor, Assigned Clientele
Desjardins is hiring for Personal Finance Advisor, Assigned Clientele in Montréal. Hybrid, Mid level. First seen November 3, 2026; open as of November 13, 2026. Jobs taken straight from company career pages — no aggregator in between.
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- Company
- Desjardins
- Where
- Montréal
- Arrangement
- Hybrid
- Level
- Mid
- First seen
- November 3, 2026
- Listed via
- Workday
What the posting says
As a personal finance advisor - assigned clientele, you help develop and maintain lasting and trusting business relationships with members and clients, to ensure they’re satisfied. Your role is to listen to members’ and clients’ needs, offer them advice that fits their financial situation and help them choose appropriate solutions to meet their financial goals. In support of your advisor colleagues, you handle the financing and insurance needs of members and clients. You seize opportunities by providing members and clients with advice and support to optimize how available new technologies…
Read more and apply on Desjardins' site
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