Personal Finance Advisor

Desjardins

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

Posted 10/9/2026full-timeBoucherville • CanadaJuniorMid-LevelWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in financial advisory services, including investment, loan, and insurance product recommendations, while effectively managing client relationships and satisfaction. Proficient in assessing financial needs and developing tailored strategies to achieve client goals.

Highest-signal resume keywords

Financial Advisory ServicesClient Relationship ManagementInvestment RecommendationsMutual Fund Representative CertificateBilingual in French

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Financial AnalysisRisk ManagementInvestment Strategy DevelopmentLoan AdvisoryInsurance Product Knowledge

Soft Skills

Interpersonal CommunicationProblem SolvingClient Satisfaction FocusTrust BuildingAdaptability

Certifications & Qualifications

Mutual Fund Representative Certificate

Industry Keywords

Financial ServicesMarket TrendsBusiness RelationshipsClient Needs AssessmentOutreach Activities

About the role

Key responsibilities & impact

Develop and maintain lasting and trusting business relationships with members and clients
Listen to members’ and clients’ needs and offer advice suited to their financial situation
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 sound and prudent risk management
Work with partners and experts to design integrated strategies
Advise members and clients on the best 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 the financial services industry, 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
Available for business travel within the Caisse Desjardins des Patriotes territory
Available to work five days per week including one evening

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