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Trusted Personal Finance Consultant

Desjardins | bas saint laurent, Canada | Posted June 27, 2026

Position Overview

Join as a Personal Finance Consultant, dedicated to enhancing client satisfaction through tailored financial advice. Work in a hybrid option while fostering strong relationships within the community.
Your main focus will be to listen to members and clients, ensuring their financial needs are met through suitable strategies. By leveraging your expertise in investments and loans, you will maintain a balance between business profitability and client satisfaction. Your role demands interpersonal flair and a commitment to continuous learning in the financial sector.
Key Responsibilities:
• Collaborate with clients to define financial strategies
• Propose tailored investment and loan solutions
• Evaluate and enhance business relationships continually
• Keep abreast of industry best practices and trends
• Engage in outreach and represent the organization
Requirements:
• Bachelor’s degree in a related field
• At least one year of related experience
• Required M...

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