Personal Finance Advisor, Assigned Clientele

Desjardins

Personal Finance Advisor assisting clients with developing financial strategies and maintaining relationships. Providing advice and solutions to meet their goals while balancing business objectives.

Posted 6/10/2026full-timeL'île-Perrot • 🇨🇦 CanadaJuniorWebsite

About the role

Key responsibilities & impact

Developing and maintaining lasting and trusting business relationships with members and clients
Listening to members’ and clients’ needs, offering them advice that fits their financial situation
Helping clients choose appropriate solutions to meet their financial goals
Providing financing solutions for affluent individuals and businesses
Recommending loans and insurance products
Acting as a financing expert advisor and resource person
Ensuring cross-sector strategies are applied to financing
Authorizing credit in accordance with established rules
Balancing member/client satisfaction, business objectives, profitability and sound risk management
Working with various partners and experts to design integrated strategies that meet the needs of members and clients

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
Knowledge of analysis of individual markets, business leaders, and the caisse's external environment (e.g. clients, market trends and competitors)
Knowledge of tax, financial and succession issues for individuals and business owners
Knowledge of all products and services aimed at caisse members and those offered by Desjardins Business Centres, Desjardins components and distribution networks, and those offered by competitors
Knowledge of debt management
Knowledge of compliance with legislation respecting the distribution of financial products and services
Understanding of the philosophy and fundamentals of financial services cooperatives
Knowledge of policies, legislation and standards related to products and services offered by the caisse
Knowledge of service standards
Knowledge of 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

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Hard Skills & Tools

financial analysisdebt managementrisk managementcredit authorizationmarket analysisfinancial product knowledgeinsurance product knowledgeloan recommendationbusiness strategy designclient needs assessment

Soft Skills

relationship buildingactive listeningadvisory skillsclient satisfaction focuscross-sector collaborationproblem-solvingcommunicationtrust buildingorganizational skillsprofitability balancing

Certifications

Bachelor's degreeMutual fund representative certificate