Personal Finance Advisor

Desjardins

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

Posted 10/6/2026full-timeRimouski • CanadaJuniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in financial advisory services, including investments, loans, and insurance products, while maintaining strong business relationships and ensuring client satisfaction. Proficient in analyzing market trends and implementing effective financial strategies.

Highest-signal resume keywords

Bachelor's DegreeMutual Fund Representative CertificateFinancial Services Industry KnowledgeInvestment AdvisoryCustomer Focus

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial Strategy DevelopmentInvestment AdvisoryLoan RecommendationsInsurance Product KnowledgeMarket Trend Analysis

Soft Skills

Interpersonal SavvyAction OrientedDrive ResultsCustomer FocusNimble Learning

Certifications & Qualifications

Mutual Fund Representative Certificate

Industry Keywords

Financial ServicesClient SatisfactionBusiness RelationshipsRisk ManagementOutreach 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 provide advice suited to their financial situation
Help members and clients choose appropriate solutions to meet their financial goals
Advise on financial 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
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

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
Ability to advise on investments, loans and insurance products
Knowledge of financial services industry, market trends and best practices
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
Accommodations at any stage in the recruitment process