Personal Finance Advisor

Desjardins

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

Posted 9/29/2026full-timeMontreal • 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 satisfaction and implementing strategies that align with financial goals and market trends.

Highest-signal resume keywords

Bachelor's DegreeMutual Fund Representative CertificateKnowledge of FrenchClient Relationship ManagementFinancial Advisory

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 OrientedCustomer FocusDrive ResultsNimble Learning

Certifications & Qualifications

Mutual Fund Representative Certificate

Industry Keywords

Financial ServicesMarket TrendsInvestment ProductsLoansInsurance Products

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 offer advice suited to their financial situation
Help members and clients choose appropriate solutions to meet their financial goals
Advise members and clients on the best 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 sound, 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
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
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