Personal Finance Advisor

Desjardins

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

Posted 10/8/2026full-timeAlma • CanadaJuniorWebsite

Core Competencies

Role fit

Core Competencies

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

Demonstrates expertise in financial advisory services, including investment recommendations and debt management, while maintaining strong business relationships and ensuring client satisfaction. Proficient in navigating compliance standards and understanding the financial services landscape.

Highest-signal resume keywords

Bachelor's DegreeMutual Fund Representative CertificateKnowledge of Financial ProductsKnowledge of Debt ManagementFluency in French

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial AdvisoryInvestment RecommendationsDebt ManagementCompliance with LegislationAssessment of Financing Applications

Soft Skills

Customer FocusInterpersonal SavvyAction OrientedDrive ResultsNimble Learning

Certifications & Qualifications

Mutual Fund Representative Certificate

Industry Keywords

Financial ServicesCaisseDesjardinsService StandardsFinancial Cooperatives

About the role

Key responsibilities & impact

Develop and maintain lasting, trusting business relationships with members and clients
Listen to members’ and clients’ needs and provide advice suited to their financial situation
Help members and clients choose appropriate solutions to meet their financial goals
Recommend investments, loans and insurance products
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 and assess member/client satisfaction and service quality
Follow up and identify areas for improvement
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

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
Knowledge of current financial, economic, political and legislative events
Knowledge of products and services aimed at caisse members, Desjardins entities and competitors
Knowledge of debt management
Notions of compliance with legislation respecting the distribution of financial products and services
Understanding 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