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Personal Finance Advisor
DesjardinsPersonal finance advisor at Desjardins developing relationships with clients for financial solutions. Advise clients and manage satisfaction while staying updated with industry trends.
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates strong relationship management skills, with a focus on client satisfaction and service quality in the financial services industry. Proficient in advising clients on strategies and market trends while actively participating in community outreach.
Highest-signal resume keywords
Bachelor's DegreeMutual Fund Representative CertificateClient Relationship ManagementFluency in FrenchFinancial Services Industry Knowledge
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
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Soft Skills
Business Relationship DevelopmentClient AdvisingService Quality AssessmentCommunity Representation
Certifications & Qualifications
Mutual Fund Representative Certificate – Autorité Des Marchés Financiers (AMF)
Industry Keywords
Financial ServicesMarket TrendsOutreach ActivitiesClient SatisfactionBest Practices
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 (AMF)
- Knowledge of French is required
- 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