Personal Financial Advisor

Desjardins

Conseiller(-ère) en finances personnelles pour la Caisse Desjardins de Mirabel. Développer et maintenir des relations d’affaires avec les membres et clients pour leur satisfaction financière.

Posted 4/11/2026full-timeMirabel • 🇨🇦 CanadaJuniorWebsite

Tech Stack

Tools & technologies

Vue.js

About the role

Key responsibilities & impact

Develop and maintain a long-term, trust-based business relationship with members and clients
Listen to members’ and clients’ needs
Provide advice tailored to their financial situation
Support members and clients in selecting appropriate solutions
Propose and implement offers related to investments, financing and protection
Ensure consistency between member and client satisfaction, business objectives, prudent risk management and profitability
Maintain collaborations with various partners and experts to propose integrated strategies

Requirements

What you’ll need

Bachelor’s degree in a relevant discipline
Minimum of one year of relevant experience
Mutual Fund Representative Certificate – Autorité des marchés financiers (AMF)
Proficiency in French required
Awareness of current financial, economic, political and legislative developments
Knowledge of the full range of products and services offered to caisse members and by Desjardins Business Centres
Knowledge of debt management
Knowledge of and familiarity with compliance requirements for the distribution of financial products and services
Understanding of the philosophy and operations of a financial services cooperative
Knowledge of policies, legislation and standards related to the products and services offered by the Caisse
Knowledge of Desjardins business processes and service standards
Knowledge of techniques for assessing and monitoring personal financing requests
Availability to work Monday to Friday, including one evening per week until 8:00 PM

Benefits

Comp & perks

Competitive salary and annual bonus
4 weeks of flexible vacation starting in the first year
Defined-benefit pension plan providing predictable, stable income throughout retirement
Group insurance plan including telemedicine services
Reimbursement for health and wellness expenses and for telework equipment

ATS Keywords

✓ Tailor your resume

Applicant Tracking System Keywords

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

Hard Skills & Tools

financial analysisdebt managementinvestment strategiesrisk managementcompliance requirementsfinancial product distributionpersonal financing assessmentbusiness strategy implementationclient relationship managementtailored financial advice

Soft Skills

communicationactive listeningrelationship buildingproblem solvingcollaborationadaptabilitycustomer servicestrategic thinkingnegotiationtime management

Certifications

Bachelor's degreeMutual Fund Representative CertificateAutorité des marchés financiers (AMF)