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Specialized Financing and Banking Solutions Advisor
DesjardinsSpecialized financing and banking solutions advisor developing and maintaining personalized business relationships. Offering financial services and expert advice to high-net-worth members in Canada.
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in developing personalized financial strategies and providing tailored advice on investments, savings, and debt management for high-net-worth clients. Proficient in building strong business relationships and collaborating with wealth management teams.
Highest-signal resume keywords
Bachelor's DegreeDebt Management ExpertiseMutual Fund Representative CertificateFinancial Advisory SkillsFluency in French
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
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Hard Skills
Financial Strategy DevelopmentInvestment AdviceSavings ConsultationDebt FinancingClient Relationship Management
Soft Skills
Interpersonal SkillsCommunication Skills
Certifications & Qualifications
Mutual Fund Representative Certificate
Industry Keywords
High-Net-Worth ClientsMass-Affluent ClientsWealth ManagementPersonalized Banking ProductsFinancial Transactions
About the role
Key responsibilities & impact- Help serve, solicit and develop personalized business relationships with mass-affluent and high-net-worth members
- Develop personalized strategies and offer banking products and services
- Serve as a debt management and financing expert advisor
- Provide advice on savings, investments, and everyday financial transactions
- Work closely with the wealth manager and business centre manager
Requirements
What you’ll need- Bachelor's degree in a related field
- A minimum of two years of relevant experience
- Mutual fund representative certificate – Autorité des marchés financiers
- Knowledge of French is required
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