Personal Finance Advisor, Assigned Clientele

Desjardins

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

Posted 9/22/2026full-timeSaint-Constant • CanadaJuniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in financial advisory services, including knowledge of loans, insurance products, and compliance with financial regulations. Proficient in building and maintaining client relationships while providing tailored financial solutions to meet diverse needs.

Highest-signal resume keywords

Bachelor's Degree in Related FieldMutual Fund Representative CertificateKnowledge of Financial Products and ServicesKnowledge of Debt ManagementFluency in French

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial AdvisoryLoan RecommendationInsurance Product KnowledgeCredit AuthorizationMarket AnalysisTax and Financial Issue KnowledgeService Standards KnowledgeFinancing Application AssessmentRisk ManagementCompliance with Financial Legislation

Soft Skills

Customer FocusInterpersonal SavvyAction OrientedDrive ResultsNimble Learning

Certifications & Qualifications

Mutual Fund Representative Certificate

Industry Keywords

Financial ServicesAffluent Individuals FinancingBusiness Relationship ManagementMarket TrendsCaisse DesjardinsFinancial CooperativesClient SatisfactionOutreach ActivitiesIntegrated StrategiesService Quality Assessment

About the role

Key responsibilities & impact

Develop and maintain lasting, 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
Provide financing solutions for affluent individuals and businesses
Recommend loans and insurance products
Serve as a financing expert advisor and resource person
Apply cross-sector strategies to financing and authorize credit according to 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, assess satisfaction and service quality, follow up and identify improvement areas
Stay current on financial services industry developments, 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 a 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
Knowledge of current financial, economic, political and legislative events
Knowledge of analysis of individual markets, business leaders, and the caisse's external environment (e.g. clients, market trends and competitors)
Knowledge of tax, financial and succession issues for individuals and business owners
Knowledge of all products and services aimed at caisse members and those offered by Desjardins Business Centres, Desjardins components and distribution networks, and those offered by competitors
Knowledge of debt management
Knowledge of compliance with legislation respecting the distribution of financial products and services
Understanding of the philosophy and fundamentals of financial services cooperatives
Knowledge of policies, legislation and standards related to products and services offered by the caisse Desjardins business processes
Knowledge of service standards
Knowledge of techniques used to assess and monitor individual financing applications
Action oriented, Customer Focus, Differences, Drive results, Interpersonal Savvy, Nimble learning

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