Personal Finance Advisor, Assigned Clientele

Desjardins

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

Posted 10/22/2026full-timeRimouski • CanadaJuniorWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in developing and maintaining business relationships while providing tailored financial solutions. Proficient in risk management, customer satisfaction, and staying updated on financial services industry trends.

Highest-signal resume keywords

Bachelor's DegreeMutual Fund Representative CertificateFinancial Solutions ExpertiseCustomer FocusKnowledge of French

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financing SolutionsCredit AuthorizationRisk ManagementMarket Trends AnalysisIntegrated Strategy Design

Soft Skills

Interpersonal SavvyAction OrientedDrive ResultsNimble Learning

Certifications & Qualifications

Mutual Fund Representative Certificate

Industry Keywords

Financial ServicesBusiness RelationshipsClient SatisfactionLoansInsurance Products

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 situations
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 in accordance with established rules
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 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 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
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