Personal Finance Advisor

Desjardins

Personal Finance Advisor responsible for developing relationships with clients to meet their financial goals. Advising on strategies and financial products while managing client satisfaction and service quality.

Posted 5/21/2026full-timeSalaberry-De-Valleyfield • 🇨🇦 CanadaJuniorMid-LevelWebsite

About the role

Key responsibilities & impact

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

College diploma in a related field
A minimum of two years of relevant experience
Mutual fund representative certificate – Autorité des marchés financiers
Knowledge of French is required
Knowledge of operating procedures pertaining to investment and financing activities
Knowledge of the techniques used to assess and monitor individual financing applications
Action oriented, Customer Focus, Differences, Drive results, Interpersonal Savvy, Nimble learning

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

investment proceduresfinancing activitiesfinancing application assessment

Soft Skills

action orientedcustomer focusinterpersonal savvydrive resultsnimble learning

Certifications

mutual fund representative certificateAutorité des marchés financiers