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Desjardins

Personal Finance Advisor

Desjardins

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

Posted 9/15/2026full-timeSaint-Jean-sur-Richelieu • 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 advice to clients. Proficient in assessing client satisfaction and implementing strategies to meet financial goals.

Highest-signal resume keywords
Bachelor's DegreeMutual Fund Representative CertificateKnowledge Of FrenchInterpersonal SavvyDrive Results

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills
Financial AdvisoryInvestment RecommendationsLoan ProductsInsurance ProductsRisk ManagementMarket Trends AnalysisClient Needs AssessmentService Quality ManagementStrategy Design
Soft Skills
Interpersonal SkillsCommunication Skills
Certifications & Qualifications
Mutual Fund Representative Certificate
Industry Keywords
Financial ServicesClient SatisfactionBusiness RelationshipsOutreach ActivitiesIntegrated Strategies

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
  • Work with individual members and businesses
  • Recommend investments, loans and insurance products
  • 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 and 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
  • 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
  • Interpersonal Savvy
  • Drive results

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