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Personal Finance Advisor – Assigned Clientele
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 providing financing solutions tailored to clients' financial goals while maintaining strong business relationships. Proficient in risk management and knowledgeable about market trends in the financial services industry.
Highest-signal resume keywords
Bachelor's DegreeMutual Fund Representative CertificateFinancial AdvisoryClient 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
Financing SolutionsLoan RecommendationsCredit AuthorizationRisk ManagementMarket Trend Analysis
Soft Skills
Interpersonal SavvyListening SkillsAdvisory SkillsResults-DrivenCustomer Satisfaction Focus
Certifications & Qualifications
Mutual Fund Representative Certificate
Industry Keywords
Financial ServicesBusiness RelationshipsAffluent IndividualsIntegrated StrategiesOutreach 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 offer advice suited to their financial situation
- Help members and clients choose appropriate solutions to meet their financial goals
- Provide financing solutions for affluent individuals and businesses
- Recommend loans and insurance products
- Serve as a financing expert advisor and resource person
- Ensure cross-sector strategies are applied to financing
- Authorize credit in accordance with established rules
- 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 the best strategies and identify expected results
- Manage business relationships and assess satisfaction and service quality
- Follow up and identify areas for improvement
- 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
- 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