Personal Finance Advisor
Federation Caisses Desjardins is hiring for Personal Finance Advisor in Montréal. Hybrid, Mid level. First seen November 6, 2026, posted 6 times; open as of November 13, 2026. Jobs taken straight from company career pages — no aggregator in between.
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- Company
- Federation Caisses Desjardins
- Where
- Montréal
- Arrangement
- Hybrid
- Level
- Mid
- First seen
- November 6, 2026
- Postings
- 6
- Listed via
- Workday
What the posting says
As a personal finance advisor, you’re responsible for developing and maintaining 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. You work closely with a client base consisting of young people and individual members. Interpersonal savvy is therefore essential. You drive results by recommending investments, loans and insurance products. You serve as a financing…
Read more and apply on Federation Caisses Desjardins' site
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