Personal Finance Advisor

Desjardins

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

Posted 9/29/2026full-timeSaint-Jérôme • 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 investments, loans, and insurance products, while maintaining strong client relationships and ensuring satisfaction. Proficient in assessing service quality and implementing improvements based on client feedback.

Highest-signal resume keywords

Financial Advisory ServicesClient Relationship ManagementMutual Fund Representative CertificateBilingual in FrenchMarket Trend Analysis

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Investment AdviceLoan AdvisoryInsurance Product KnowledgeFinancial Goal AssessmentRisk Management

Soft Skills

CommunicationListeningProblem SolvingClient Satisfaction Focus

Certifications & Qualifications

Mutual Fund Representative Certificate

Industry Keywords

Financial ServicesMarket TrendsBusiness RelationshipsService QualityOutreach Activities

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 provide advice suited to their financial situation
Help members and clients choose appropriate solutions to meet their financial goals
Advise on 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
Assess member/client satisfaction and service quality, follow up and identify improvements
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

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

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
Reimbursement of telework equipment