Personal Finance Advisor

Desjardins

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

Posted 10/21/2026full-timeMontréal • 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. Proficient in assessing client satisfaction and implementing strategies that balance client needs with business objectives.

Highest-signal resume keywords

Bachelor's DegreeMutual Fund Representative CertificateFinancial Services KnowledgeClient Relationship ManagementBilingual 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.

Soft Skills

Listening SkillsAdvisory SkillsProblem-SolvingCommunication Skills

Certifications & Qualifications

Mutual Fund Representative Certificate

Industry Keywords

Financial ServicesInvestment StrategiesRisk ManagementMarket TrendsClient Satisfaction

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
Advise members and clients on the best strategies and 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

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
Available to work one evening per week until 8 p.m.

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