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Personal Finance Advisor
Desjardins. Develop and maintain lasting and trusting business relationships with members and clients .
Core Competencies
Role fitCore 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 client satisfaction. Proficient in assessing client needs and delivering tailored financial solutions, with a commitment to staying informed on industry trends and best practices.
Highest-signal resume keywords
Financial Advisory ServicesInvestment RecommendationsMutual Fund Representative CertificateClient Relationship ManagementBilingual in French
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Financial AnalysisRisk ManagementMarket Trend AnalysisInvestment Strategy DevelopmentLoan AdvisoryInsurance Product KnowledgeClient Needs AssessmentBusiness Relationship ManagementService Quality AssessmentOutreach Activity Participation
Soft Skills
Interpersonal SavvyCommunication SkillsProblem-SolvingClient Satisfaction FocusResults-Driven
Certifications & Qualifications
Mutual Fund Representative Certificate
Industry Keywords
Financial ServicesClient AdvisoryBusiness ObjectivesProfitabilityIntegrated Strategies
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
- 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 satisfaction and service quality
- Follow up and identify areas for improvement
- Stay current 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- 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
- Drive results
- Interpersonal Savvy
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