Personal Finance Advisor

Desjardins

Personal Finance Advisor assisting clients with financial strategies at Desjardins. Building lasting business relationships and ensuring overall client satisfaction.

Posted 6/30/2026full-timeRoberval • 🇨🇦 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 cooperatives
Policies, legislation and standards related to products and services offered by the caisse
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 AnalysisClient Satisfaction AssessmentService Quality ImprovementFinancing Application MonitoringMarket Trend Analysis

Soft Skills

Advisory SkillsCommunication SkillsProblem-Solving SkillsInterpersonal Skills

Certifications

Mutual Fund Representative Certificate