Trusted Personal Finance Advisor

Join to apply for the Personal Finance Advisor role at Desjardins. Be among the first 25 applicants. Responsibilities 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,...

A leading financial institution in Laurentides, Sainte-Thérèse is seeking a Personal Finance Advisor. The role involves building relationships with members and clients, delivering tailored financial advice to help achieve their goals. Candidates must have a bachelor's degree and relevant experience, alongside knowledge of financial products. Offering a...

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...

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...

Temporary position for 13 months 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...

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...

Compensation: Between $49000 - $60700 per year. A career as a Banking Advisor at National Bank is a varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and colleagues. You’ll adopt a friendly approach and use your analytical skills to offer a people‑centric experience for...

Attendance On-Site Job number 28602 Category Professional Status: Permanent Type of Contract Permanent Schedule: Full-Time  Full Time / Part Time? Full-Time Posting date 30-Oct-2025 $ 55200 $ 66900 Salary: $ 55200 - $ 66900 per year Area(s) of interest: Advisory services, Personal banking Location(s): Sainte-Therese A career as a Banking Advisor at...

Advisor, Investment and Financing page is loaded## Advisor, Investment and Financingremote type: The work arrangement for the position is full-time on-site worklocations: Sainte-Anne-des-Monts: Caisse populaire Desjardins Mer et montagnes: Caisse Desjardins du Littoral gaspésien: Caisse populaire Desjardins du Centre-sud gaspésien: Caisse...

Advisor, Investment and Financing page is loaded## Advisor, Investment and Financingremote type: The work arrangement for the position is full-time on-site worklocations: Sainte-Anne-des-Monts: Caisse populaire Desjardins Mer et montagnes: Caisse Desjardins du Littoral gaspésien: Caisse populaire Desjardins du Centre-sud gaspésien: Caisse...