Personal Finance Advisor

Desjardins

Personal finance advisor guiding clients in financial strategies and solutions. Managing relationships and ensuring member satisfaction with Desjardins.

Posted 5/28/2026full-timeNapierville • 🇨🇦 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
Understanding of the philosophy and fundamentals of financial services coopératives
Policies, legislation and standards related to products and services offered by the caisse

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 servicesmarket trendsservice quality assessmentclient satisfaction managementoutreach activities

Soft Skills

advisingrelationship managementcommunicationproblem-solving

Certifications

Mutual fund representative certificateAutorité des marchés financiers