Personal Finance Advisor

Desjardins

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

Posted 9/22/2026full-timeL'Islet • CanadaJuniorMid-LevelWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in financial advisory services, including investment recommendations, debt management, and compliance with financial legislation. Proficient in building and maintaining client relationships while balancing business objectives and member satisfaction.

Highest-signal resume keywords

Mutual Fund Representative CertificateFinancial Advisory ServicesDebt ManagementClient Relationship ManagementKnowledge of Financial Services Cooperatives

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial AnalysisInvestment RecommendationsRisk ManagementCompliance KnowledgeFinancial Data Integration

Soft Skills

Customer FocusInterpersonal SavvyAction OrientedDrive ResultsNimble Learning

Certifications & Qualifications

Mutual Fund Representative Certificate

Industry Keywords

Financial ServicesCaisseInvestment ProductsLoansInsurance ProductsService StandardsFinancial TrendsOutreach ActivitiesBusiness ObjectivesLegislative Compliance

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 situations
Help members and clients choose appropriate solutions to meet their financial goals
Recommend investments, loans and insurance products
Serve as a financing expert advisor and resource person for the caisse
Balance member/client satisfaction, business objectives, profitability and prudent risk management
Work with partners and experts to design integrated strategies
Advise members and clients on strategies and identify expected results
Manage business relationships, assess satisfaction and service quality, follow up and identify improvement areas
Stay up-to-date on financial services industry trends and best practices
Participate in outreach activities and represent the caisse in the community

Requirements

What you’ll need

College diploma in a related field
A minimum of two years 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
Understanding of the philosophy and fundamentals of financial services cooperatives
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 the integration of financial data into computer systems
Knowledge of debt management
Knowledge of compliance with legislation respecting the distribution of financial products and services
Knowledge of policies, legislation and standards related to products and services offered by the caisse
Knowledge of operating procedures pertaining to investment and financing activities and 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