Personal Finance Advisor

Desjardins

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

Posted 10/19/2026full-timeSainte-Catherine-de-la-Jacques-Cartier • CanadaJuniorWebsite

Core Competencies

Role fit

Core Competencies

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

Demonstrates expertise in developing and maintaining business relationships while providing tailored financial advice to clients. Proficient in assessing client needs, recommending appropriate financial products, and ensuring compliance with relevant legislation.

Highest-signal resume keywords

Bachelor's DegreeFinancial Services KnowledgeClient Relationship ManagementDebt ManagementFrench Language Proficiency

ATS Keywords

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Applicant Tracking System Keywords

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

Hard Skills

Financial Product KnowledgeInvestment RecommendationsLoan ProductsInsurance ProductsRisk ManagementCompliance KnowledgeService StandardsFinancial Analysis TechniquesMarket Trend AnalysisBusiness Process Knowledge

Soft Skills

Customer FocusInterpersonal SavvyAction OrientedDrive ResultsNimble Learning

Industry Keywords

Financial Services IndustryCaisse MembersDesjardins Business CentresLegislative ComplianceFinancial CooperativesOutreach ActivitiesClient Satisfaction AssessmentService Quality MonitoringIntegrated StrategiesCommunity Representation

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 closely with individual members and business clients
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 meeting member and client needs
Advise members and clients on the best strategies and work with them to identify expected results
Manage business relationships, 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

Bachelor's degree in a related field
A minimum of one year of relevant experience
Please note that other combinations of qualifications and relevant experience may be considered
Knowledge of French is required
Knowledge of current financial, economic, political and legislative events
Knowledge of all products and services aimed at caisse members and those offered by Desjardins Business Centres, Desjardins components and distribution networks, and those offered by competitors
Knowledge of debt management
Knowledge and notions of compliance with legislation respecting the distribution of financial products and services
Knowledge of the philosophy and fundamentals of financial services cooperatives
Knowledge of policies, legislation and standards related to products and services offered by the caisse
Knowledge of Desjardins business processes
Knowledge of Service standards
Knowledge of techniques used to assess and monitor individual financing applications
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
Benefits apply based on eligibility criteria