Personal Finance Advisor

Desjardins

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

Posted 11/9/2026full-timeLac-Etchemin • CanadaJuniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in developing and maintaining business relationships while providing tailored financial advice and solutions. Proficient in assessing client satisfaction and implementing strategies for improvement in the financial services industry.

Highest-signal resume keywords

Financial AdviceBusiness Relationship ManagementMutual Fund Representative CertificateClient Satisfaction AssessmentKnowledge of French

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Investment RecommendationsLoan SolutionsInsurance ProductsRisk ManagementMarket Trends Analysis

Soft Skills

Listening SkillsCommunication SkillsProblem-Solving Skills

Certifications & Qualifications

Mutual Fund Representative Certificate

Industry Keywords

Financial ServicesClient Needs AssessmentIntegrated StrategiesOutreach ActivitiesService Quality

About the role

Key responsibilities & impact

Develop and maintain lasting and trusting business relationships with members and clients
Listen to members’ and clients’ needs, provide financial advice, and help them choose appropriate solutions
Work with individual members and businesses to recommend investments, loans, and insurance products
Balance member/client satisfaction, business objectives, profitability, and sound 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 member/client satisfaction and service quality
Follow up and identify areas for improvement
Stay up-to-date 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

Bachelor's degree in a related field
A minimum of one year 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