FREE ACCESS
5,000–10,000 jobs/day
See all jobs on Scoutfield
Search thousands of fresh jobs every day.
Discover
- Fresh listings
- Fast filters
- No subscription required
Create a free account and start exploring right away.
Personal Finance Advisor, Assigned Clientele
Desjardins. Help members and clients set goals and advise them on the best strategies .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in financial services, client relationship management, and strategic advising. Proficient in recommending financial products and utilizing technology to enhance client interactions while ensuring compliance with industry standards.
Highest-signal resume keywords
Client Relationship ManagementFinancial Product RecommendationMutual Fund Representative CertificateBilingual in FrenchMarket Trend Analysis
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 Services KnowledgeLoan SalesInsurance Product SalesGoal Setting StrategiesClient Satisfaction Assessment
Soft Skills
Communication SkillsProblem-SolvingCommunity EngagementCollaborationAdvisory Support
Certifications & Qualifications
Mutual Fund Representative Certificate
Industry Keywords
Financial ServicesMarket TrendsClient Needs AssessmentOutreach ActivitiesIntegrated Strategies
About the role
Key responsibilities & impact- Help members and clients set goals and advise them on the best strategies
- Manage business relationships, assess member/client 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 in your field
- Participate in outreach activities and be present in the community
- Handle the financing and insurance needs of members and clients
- Recommend and sell loans and insurance products
- Work with partners and experts to design integrated strategies that meet members’ and clients’ needs
- Support advisor colleagues
- Advise members and clients on using new technologies and different distribution channels while protecting their interests
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
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
- Benefits apply based on eligibility criteria.