Personal Finance Advisor

Desjardins

. Advise members and clients on the best strategies and work with them to identify expected results .

Posted 5/15/2026full-timeSaint-Hyacinthe • 🇨🇦 CanadaJuniorWebsite

About the role

Key responsibilities & impact

Advise members and clients on the best strategies and work with them to identify expected results
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 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
Mutual fund representative certificate – Autorité des marchés financiers
Knowledge of French is required
Knowledge of current financial, economic, political and legislative events
All products and services aimed at caisse members and those offered by Desjardins Business Centres, Desjardins components and distribution networks, and those offered by competitors
Debt management
Notions of compliance with legislation respecting the distribution of financial products and services
Understanding of the philosophy and fundamentals of financial services cooperatives
Policies, legislation and standards related to products and services offered by the caisse
Desjardins business processes
Service standards
Techniques used to assess and monitor individual financing applications

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

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

debt managementfinancial product distributionfinancial services knowledgeclient satisfaction assessmentservice quality improvementfinancial services cooperative fundamentalscompliance with financial legislationmonitoring financing applicationsmarket trend analysisoutreach activities

Soft Skills

advisingrelationship managementcommunicationproblem-solvingcommunity representationcustomer servicestrategic planningteam collaborationclient engagementservice standards adherence

Certifications

Bachelor's degreeMutual fund representative certificate