Personal Finance Advisor

Desjardins

Personal Finance Advisor responsible for advising clients on financial strategies at Caisse Desjardins. Building relationships and providing tailored financial solutions to meet client goals.

Posted 5/28/2026full-timeLa Côte-de-Beaupré • 🇨🇦 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, 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
Knowledge of French is required

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

✓ Tailor your resume

Applicant Tracking System Keywords

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

Soft Skills

business relationship managementclient satisfaction assessmentservice quality improvementadvisory skillsoutreach activitiescommunity representationtrust buildingstrategic planningcommunication skillsinterpersonal skills

Certifications

Bachelor's degree