Personal Finance Advisor

Desjardins

Personal Finance Advisor at Caisse Desjardins Ontario advising clients on financial strategies and investment solutions. Building relationships and ensuring satisfaction among individual members and businesses.

Posted 5/26/2026full-timeCochrane • 🇨🇦 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
Strong communication skills in both French and English, both oral and written

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

ATS Keywords

✓ Tailor your resume

Applicant Tracking System Keywords

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

Soft Skills

advisingrelationship managementclient satisfaction assessmentservice quality improvementcommunicationbilingual (French and English)

Certifications

Bachelor's degreeMutual fund representative certificateAutorité des marchés financiers