Personal Finance Advisor

Desjardins

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

Posted 10/21/2026full-timeGatineau • CanadaJuniorMid-LevelWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in financial advisory services, including investment recommendations and risk management, while fostering strong business relationships and ensuring client satisfaction. Proficient in assessing client needs and providing tailored financial solutions.

Highest-signal resume keywords

Financial Advisory ServicesInvestment RecommendationsClient Relationship ManagementMutual Fund Representative CertificateBilingual in French

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial SolutionsRisk ManagementInvestment ProductsLoan ProductsInsurance Products

Soft Skills

CommunicationListeningProblem-SolvingCustomer Service

Certifications & Qualifications

Mutual Fund Representative Certificate

Industry Keywords

Financial ServicesClient SatisfactionBusiness ObjectivesService QualityIndustry Trends

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
Recommend investments, loans and insurance products
Serve as a financing expert advisor and resource person for the caisse
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 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 financial services industry trends and best practices
Participate in outreach activities and represent the caisse in the community

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