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 goal-setting strategies. Proficient in advising clients on loans and insurance products while ensuring satisfaction and service quality.
Highest-signal resume keywords
Client Relationship ManagementFinancial Services KnowledgeMutual Fund Representative CertificateBilingual in FrenchGoal Setting and Advising
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Loan RecommendationsInsurance Product SalesMarket Trend AnalysisClient Satisfaction AssessmentIntegrated Strategy Design
Soft Skills
CommunicationProblem SolvingCommunity EngagementFollow-Up Skills
Certifications & Qualifications
Mutual Fund Representative Certificate
Industry Keywords
Financial ServicesClient Needs AssessmentOutreach ActivitiesService Quality Improvement
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 various partners and experts to design integrated strategies that meet members’ and clients’ needs
- Advise and support members and clients in 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