Personal Finance Advisor

Desjardins

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

Posted 10/6/2026full-timeQuebec City • CanadaJuniorMid-LevelWebsite

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, loan, and insurance product recommendations, while maintaining strong business relationships and ensuring client satisfaction. Proficient in assessing financial needs and delivering tailored solutions to meet client goals.

Highest-signal resume keywords

Financial Advisory ServicesMutual Fund Representative CertificateClient Relationship ManagementBilingual in FrenchCustomer Focus

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Investment RecommendationsLoan ProductsInsurance ProductsFinancial Strategy DevelopmentRisk Management

Soft Skills

Interpersonal SavvyAction OrientedDrive ResultsNimble Learning

Certifications & Qualifications

Mutual Fund Representative Certificate

Industry Keywords

Financial ServicesMarket TrendsClient SatisfactionBusiness ObjectivesOutreach Activities

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
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 and assess member/client satisfaction and service quality
Follow up and identify areas for improvement
Stay current on financial services industry developments, market 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
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