Personal Finance Advisor

Desjardins

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

Posted 11/5/2026full-timeTerrebonne • CanadaJuniorMid-LevelWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in financial advisory services, focusing on building strong client relationships and providing tailored financial solutions. Proficient in assessing client needs and delivering integrated strategies to achieve financial goals while managing risk and ensuring satisfaction.

Highest-signal resume keywords

Financial Advisory ServicesClient Relationship ManagementMutual Fund Representative CertificateBilingual in FrenchRisk Management

ATS Keywords

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Applicant Tracking System Keywords

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Soft Skills

Listening SkillsCommunication SkillsProblem-Solving Skills

Certifications & Qualifications

Mutual Fund Representative Certificate

Industry Keywords

Financial ServicesInvestment ProductsLoansInsurance ProductsMarket TrendsBusiness ObjectivesService QualityClient SatisfactionOutreach ActivitiesIntegrated 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
Mutual fund representative certificate – Autorité des marchés financiers
Knowledge of French is required

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
Recruitment-process accommodations available at any stage