Personal Finance Advisor

Desjardins

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

Posted 9/17/2026full-timeChambly • CanadaJuniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in developing and maintaining business relationships while providing tailored financial advice to clients. Proficient in assessing client needs and recommending appropriate financial solutions, including investments, loans, and insurance products.

Highest-signal resume keywords

Bachelor's DegreeMutual Fund Representative CertificateFinancial AdvisoryClient Relationship ManagementBilingual in French

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial AnalysisInvestment StrategiesRisk ManagementPersonal Financing AssessmentOperational Procedures Knowledge

Soft Skills

Interpersonal CommunicationProblem SolvingCustomer ServiceListening SkillsCommunity Engagement

Certifications & Qualifications

Mutual Fund Representative Certificate

Industry Keywords

Financial ServicesClient SatisfactionBusiness ObjectivesProfitabilityFinancial Trends

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
Work closely with individual members and businesses
Recommend investments, loans and insurance products
Balance member/client satisfaction, business objectives, profitability and sound 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 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
Knowledge of assessment and monitoring techniques for personal financing applications
Knowledge of operational procedures related to financing and investment activities

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