Personal Finance Advisor, Assigned Clientele

Desjardins

Personal Finance Advisor developing and maintaining lasting and trusting relationships with clients. Advising on financial strategies and offering tailored financing solutions at Desjardins.

Posted 6/30/2026full-timeRawdon • 🇨🇦 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
Knowledge of French is required
Action oriented, Customer Focus, Differences, Drive results, Interpersonal Savvy, Nimble learning

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

Action OrientedDrive ResultsNimble Learning