Personal Finance Advisor

Desjardins

Personal Finance Advisor responsible for developing relationships and advising clients on financial solutions. Engages with both individual and business clients in finance-related areas.

Posted 5/22/2026full-timeSaint-Raymond • 🇨🇦 CanadaJuniorWebsite

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
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
Knowledge of French is required
Knowledge of current financial, economic, political and legislative events
Understanding of the philosophy and fundamentals of financial services cooperatives
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

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

Hard Skills & Tools

financial servicesclient relationship managementmember satisfaction assessmentservice quality managementfinancing application assessment

Soft Skills

business relationship developmentadvisory skillscommunicationoutreachtrust building

Certifications

Bachelor's degree