Personal Finance Advisor

Desjardins

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

Posted 9/15/2026full-timeSainte-Agathe-des-Monts • CanadaJuniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in developing and maintaining business relationships while providing tailored financial advice to clients. Proficient in assessing client needs and recommending appropriate financial products, with a strong focus on member satisfaction and risk management.

Highest-signal resume keywords

Bachelor's DegreeMutual Fund Representative CertificateKnowledge Of FrenchInterpersonal SavvyDrive Results

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial AdvisoryInvestment RecommendationsLoan ProductsInsurance ProductsRisk ManagementClient Relationship ManagementMarket Trend AnalysisService Quality Assessment

Soft Skills

Interpersonal SavvyCommunication Skills

Certifications & Qualifications

Mutual Fund Representative Certificate

Industry Keywords

Financial ServicesClient SatisfactionBusiness ObjectivesProfitabilityOutreach 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, offer advice suited to their financial situation, and help them choose appropriate solutions to meet financial goals
Work with a client base consisting mainly of individual members and businesses
Recommend investments, loans, and insurance products
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, assess satisfaction and service quality, follow up, and identify improvement areas
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

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
Interpersonal Savvy
Drive results

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
Benefits apply based on eligibility criteria