Advisor

Desjardins

. Develop and maintain lasting, trusting business relationships with members and clients .

Posted 9/21/2026full-timeMontréal • CanadaJuniorMid-LevelWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in financial advisory services, including investment recommendations, loan products, and insurance solutions, while maintaining strong business relationships and ensuring client satisfaction. Proficient in compliance with financial legislation and knowledgeable about current market trends and financial products.

Highest-signal resume keywords

Financial Advisory ServicesMutual Fund Representative CertificateClient Relationship ManagementKnowledge of Financial ProductsBilingual in French

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Investment RecommendationsLoan ProductsInsurance SolutionsDebt ManagementFinancial Data IntegrationCompliance with Financial LegislationService Standards KnowledgeAssessment of Financing ApplicationsUnderstanding of Financial CooperativesKnowledge of Market Trends

Soft Skills

Customer FocusInterpersonal SavvyAction OrientedDrive ResultsNimble Learning

Certifications & Qualifications

Mutual Fund Representative Certificate

Industry Keywords

Financial ServicesCaisseInvestment ActivitiesBusiness RelationshipsFinancial Products DistributionDesjardins Business CentresLegislative ComplianceService Quality AssessmentCommunity OutreachIntegrated Financial Strategies

About the role

Key responsibilities & impact

Develop and maintain lasting, trusting business relationships with members and clients
Listen to members’ and clients’ needs and provide advice suited to their financial situations
Help members and clients choose appropriate solutions to meet their financial goals
Recommend investments, loans and insurance products
Serve as a financing expert advisor and resource person for the caisse
Balance member/client satisfaction, business objectives, profitability and prudent risk management
Work with partners and experts to design integrated strategies
Advise members and clients on strategies and identify expected results
Manage business relationships and assess satisfaction and service quality
Follow up and identify areas for improvement
Stay current on financial services industry developments, market trends and best practices
Participate in outreach activities and represent the caisse in the community

Requirements

What you’ll need

College diploma in a related field
A minimum of two years of relevant experience
Other combinations of qualifications and relevant experience may be considered
Knowledge of French is required
Mutual fund representative certificate – Autorité des marchés financiers
Knowledge of current financial, economic, political and legislative events
Knowledge of products and services aimed at caisse members and those offered by Desjardins Business Centres, Desjardins components and distribution networks, and competitors
Knowledge of integrating financial data into computer systems
Knowledge of debt management
Knowledge of compliance with legislation respecting the distribution of financial products and services
Knowledge of policies, legislation and standards related to products and services offered by the caisse
Knowledge of operating procedures pertaining to investment and financing activities and Desjardins business processes
Knowledge of service standards
Knowledge of techniques used to assess and monitor individual financing applications
Understanding of the philosophy and fundamentals of financial services cooperatives
Action oriented, Customer Focus, Differences, Drive results, Interpersonal Savvy, Nimble learning

Benefits

Comp & perks

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