Personal Finance Advisor – University Graduate Program

Launch your financial advisory career in Montreal. Are you currently completing or have you recently completed your bachelor’s degree in finance and are looking to put your knowledge into practice in a stimulating environment? Join us to build a dynamic career in financial advisory.

What makes this opportunity a great starting point

• An environment that fosters learning and professional development
• Hands-on experience to kick-start your career in your field of study
• The opportunity to make a real impact on people’s financial well-being

More specifically, you will be required to:

• Support members and clients with their financing and savings needs by providing tailored and accessible advice
• Develop personalized financial strategies (savings, credit, protection) based on each individual’s goals and situation
• Build long-lasting, trust-based relationships and ensure rigorous follow-up of your client portfolio
• Identify improvement opportunities and actively contribute to enhancing the client experience
• Stay up to date on economic trends and best practices in the financial sector

What we offer*

• Competitive salary and annual bonus
• 4 weeks of flexible vacation starting in the first year
• Defined benefit pension plan that provides predictable, stable income throughout retirement
• Group insurance including telemedicine
• Reimbursement of health and wellness expenses and telework equipment

* Benefits apply based on eligibility criteria.

What you bring to the table

• Bachelor’s degree in finance, business administration or a related field (recently completed)
• Mutual Fund Representative certification – Autorité des marchés financiers (obtained or in progress)
• Advanced proficiency in written and spoken French
• Intermediate knowledge of English due to the nature of the duties or work tools or because the position involves interactions with English-speaking partners, members and/or clients
• Knowledge of current financial, economic, and regulatory developments

Trade Union (If applicable)

At Desjardins, we believe in equity, diversity and inclusion. We're committed to welcoming, respecting and valuing people for who they are as individuals, learning from their differences, embracing their uniqueness, and providing a positive workplace for all. At Desjardins, we have zero tolerance for discrimination of any kind. We believe our teams should reflect the diversity of the members, clients and communities we serve.

If there's something we can do to help make the recruitment process or the job you're applying for more accessible, let us know. We can provide accommodations at any stage in the recruitment process. Just ask!

Job Family

Unposting Date