Personal Finance Advisor

Desjardins

Personal Finance Advisor developing lasting relationships with clients. Providing tailored financial advice while representing the caisse in the community.

Posted 7/4/2026full-timeSaint-Lambert • 🇨🇦 CanadaJuniorWebsite

About the role

Key responsibilities & impact

Develop and maintain lasting and trusting business relationships with members and clients
Listen to members’ and clients’ needs, offer advice that fits their financial situation
Help clients choose appropriate solutions to meet their financial goals
Manage business relationships, assess member/client satisfaction and service quality
Participate in outreach activities and represent the caisse in the community
Stay up-to-date on the financial services industry, market trends and best practices in your field

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
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

Certifications

Mutual Fund Representative Certificate