Personal Finance Advisor

Desjardins

Personal Finance Advisor responsible for developing client relationships in La Malbaie, Canada. Advising members and clients on financial solutions and driving investments, loans, and insurance products.

Posted 7/16/2026full-timeLa Malbaie • 🇨🇦 CanadaJuniorMid-LevelWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in financial advisory services, including investment recommendations and debt management, while maintaining strong client relationships and compliance with financial regulations. Proficient in integrating financial data and understanding the operational standards of financial services cooperatives.

Highest-signal resume keywords

Mutual Fund Representative CertificateFinancial Advisory ServicesDebt ManagementClient Relationship ManagementKnowledge of Financial Products

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial Data IntegrationInvestment RecommendationsCompliance with Financial LegislationAssessment of Financing ApplicationsKnowledge of Financial Products and Services

Soft Skills

Business Relationship DevelopmentActive ListeningAdvisory SkillsProblem Solving

Certifications & Qualifications

Mutual Fund Representative Certificate – Autorité des Marchés Financiers

Industry Keywords

Financial Services CooperativesCaisseDesjardins Business CentresInvestment ActivitiesService Standards

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 them advice that fits their financial situation
Help clients choose appropriate solutions to meet their financial goals
Drive results by recommending investments, loans, and insurance products
Serve as a financing expert advisor and resource person for the caisse
Use expertise to balance member/client satisfaction, business objectives, and profitability
Work with various partners and experts to design integrated strategies that meet the needs of members and clients

Requirements

What you’ll need

College diploma 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
Knowledge of current financial, economic, political and legislative events
Knowledge of all products and services aimed at caisse members and those offered by Desjardins Business Centres, Desjardins components and distribution networks, and those offered by competitors
Knowledge of the integration of financial data into computer systems
Knowledge of debt management
Knowledge of compliance with legislation respecting the distribution of financial products and services
Understanding of the philosophy and fundamentals of financial services cooperatives
Knowledge of policies, legislation and standards related to products and services offered by the caisse
Knowledge of operating procedures pertaining to investment and financing activities Desjardins business processes
Knowledge of service standards
Knowledge of the 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