Personal Finance Advisor

Desjardins

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

Posted 9/29/2026full-timeMontmagny • 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, advising clients on financial strategies, and ensuring high levels of customer satisfaction. Proficient in assessing market trends and integrating solutions to meet client financial goals.

Highest-signal resume keywords

Bachelor's DegreeFinancial Services KnowledgeClient Relationship ManagementBilingual in FrenchCustomer Focus

ATS Keywords

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Applicant Tracking System Keywords

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

Soft Skills

Interpersonal SavvyAction OrientedDrive ResultsNimble Learning

Industry Keywords

InvestmentsLoansInsurance ProductsMarket TrendsRisk Management

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
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
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 for members and clients

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
Available to travel to other branch locations
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