Publié il y a 14 jours
Personal Finance Advisor, University Graduate
@ Desjardins
Montréal, Québec
En bref
Desjardins is hiring a recent finance graduate as a Personal Finance Advisor on the Island of Montreal. The role involves building personalized savings, credit and protection strategies for members and clients, with a hybrid arrangement. The posting states a competitive salary with annual bonus, four weeks of flexible vacation, a defined benefit pension and group insurance.
Responsabilités :
- Offrir des conseils personnalisés en financement et épargne
- Élaborer des stratégies financières personnalisées
- Assurer le suivi rigoureux du portefeuille client
- Suivre les tendances économiques et réglementaires
Résumé des exigences :
- Baccalauréat récent en finance ou administration
- Certificat de représentant en fonds mutuels de l'AMF
- Français écrit et parlé avancé
- Anglais intermédiaire
- Connaissance de l'actualité financière
Outils et compétences
Avantages mentionnés
Source et dates
Site carrière / système de candidatures · workday
- Date publiée par l’employeur
- 2026-10-28
- Première détection par notre source
- 2026-10-29
- Mise à jour du dossier source
- 2026-11-05
Ces dates décrivent le dossier source, pas une vérification en direct du recrutement. Consultez l’offre originale.
Détails du poste
| Niveau | Débutant |
| Domaine | Finance et comptabilité |
| Heures par semaine | 40 (estimé) |
| Déplacements | avion : aucun · route : aucun |
| Milieu de travail | Bureau, Chez les clients |
| Position | Surtout assis |
| Exigences physiques | physique faible · ordinateur élevé |
| Langues | French, English |
| Formation | Baccalauréat (exigé) |
| Domaines d’études | Finance, Business administration |
| Avantages mentionnés | Congés payés généreux, Horaire flexible, Régime de retraite, Mieux-être |
Résumé et détails rédigés par l’IA à partir de l’offre; l’offre de l’employeur fait foi.
Desjardins
Profil d’entreprise sauvegardé
Renseignements historiques provenant d’un profil The Jobs API sauvegardé (champs LinkedIn/Crunchbase). Ils ne sont pas vérifiés en temps réel; les chiffres peuvent avoir changé. Les valeurs manquantes restent inconnues.
Description complète de l’entreprise
Desjardins Group is the largest cooperative financial group in North America and the fifth largest cooperative financial group in the world, with assets of $435.8 billion as at March 31, 2024. It was named one of Canada's Best Employers by Forbes magazine and by Mediacorp. To meet the diverse needs of its members and clients, Desjardins offers a full range of products and services to individuals and businesses through its extensive distribution network, online platforms and subsidiaries across Canada. Ranked among the world's strongest banks according to The Banker magazine, Desjardins has some of the highest capital ratios and credit ratings in the industry and the first according to Bloomberg News.
- Abonnés LinkedIn
- 379 882
- Personnes associées sur LinkedIn
- 43 673
- Bureaux déclarés
- 100, rue des Commandeurs, Lévis, Québec G6V 7N5, CA
- 11 King St W, Toronto, ON M5H 4C7, CA
- 110 9 Ave SW, Calgary, AB T2P 0T1, CA
- 1 Complexe Desjardins, Montreal, QC H2X, CA
- Catégories d’activité
- Banking
- InsurTech
- Insurance
- Financial Services
- Autres noms enregistrés
- Desjardins
- Spécialités
- Services financiers
- Le profil indique une agence de recrutement
- Non
- Investissement total déclaré
- 0
La devise et la date d’observation ne sont pas fournies; ce n’est ni une valorisation actuelle ni une ronde de financement.
Desjardins Group is the largest cooperative financial group in North America and the fifth largest cooperative financial group in the world, with assets of $435.8 billion as at March 31, 2024. It was named one of Canada's Best Employers by Forbes magazine and by Mediacorp. To meet the diverse needs of its members and clients, Desjardins offers a full range of products and services to individuals and businesses…
| Champ | Valeur |
|---|---|
| Secteur | Banking |
| Taille | 10,001+ employees |
| Siège social | Lévis, Québec |
| Type d’organisation | Privately Held |
| Spécialités | Services financiers |
| Offres sur Jobsy | 135 |
| Voir la page |
Launch your career in financial consulting on the Island of Montreal Have you just completed your bachelor's degree in finance and wish to put your knowledge into practice in a stimulating environment? Join us as a Personal Finance Advisor, University Graduate, to build a dynamic career in financial consulting, directly on the Island of Montreal. More specifically, you will be required to:
- Support members and clients with their financing and savings needs by offering tailored and accessible advice
- Develop personalized financial strategies (savings, credit, protection) based on each person's goals and reality
- Build lasting trusting relationships and ensure rigorous follow-up of your client portfolio
- Suggest ways to improve and actively contribute to the evolution of the client experience
- Stay up-to-date on economic trends and best practices in the financial sector
Which makes this opportunity an excellent starting point:
- An environment conducive to learning and professional development
- Practical experience to start your career in your field of study
- The opportunity to have a real impact on people's financial health
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 are subject to eligibility criteria.
#LI-Hybrid
What you bring to the table
- Recently completed Bachelor's degree in finance, business administration or a related field
- Mutual fund representative certificate – Autorité des marchés financiers, obtained or in the process of being obtained
- Advanced proficiency in written and spoken French Intermediate level proficiency in English due to the nature of the duties or work tools, or because the position involves interactions with English-speaking partners, members and clients
- Knowledge of current financial, economic and regulatory news
Equity, Diversity, Inclusion and Accessibility
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
Member/client sales and service (FG)Journal
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