Personal Finance Advisor

Desjardins

Personal Finance Advisor developing trusting business relationships with clients at Desjardins. Advising on financial strategies and managing client satisfaction with a focus on community outreach.

Posted 7/10/2026full-timeSaint-Laurent • 🇨🇦 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
Mutual fund representative certificate – Autorité des marchés financiers
Knowledge of French is required
Available to travel to the service centres of Caisse Desjardins des travailleuses et travailleurs unis.
Available to work Monday to Friday, including one evening per week

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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Soft Skills

Business Relationship DevelopmentClient AdvisingService Quality AssessmentOutreach Participation

Certifications

Mutual Fund Representative Certificate