Personal Finance Advisor

Desjardins

Personal finance advisor developing Desjardins member relationships and recommending investments, loans, and insurance products. Hybrid role in Jonquière requiring French and AMF mutual fund certification.

Posted 8/10/2026full-timeJonquière • 🇨🇦 CanadaJuniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in developing and maintaining business relationships while providing tailored financial advice to clients. Proficient in assessing client needs and recommending suitable financial products, with a strong focus on member satisfaction and risk management.

Highest-signal resume keywords

Bachelor's DegreeMutual Fund Representative CertificateFinancial AdvisoryClient Relationship ManagementBilingual in French

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial AnalysisInvestment RecommendationsLoan Products KnowledgeInsurance Products KnowledgeRisk Management

Soft Skills

Interpersonal CommunicationProblem SolvingClient Satisfaction FocusAdvisory Skills

Certifications & Qualifications

Mutual Fund Representative Certificate

Industry Keywords

Financial ServicesMarket TrendsBusiness ObjectivesIntegrated StrategiesOutreach Activities

About the role

Key responsibilities & impact

Develop and maintain lasting and trusting business relationships with members and clients
Listen to members’ and clients’ needs, provide advice suited to their financial situation, and help them choose solutions to meet financial goals
Serve a client base consisting mainly of individual members and businesses
Recommend investments, loans, and insurance products
Balance member/client satisfaction, business objectives, profitability, and sound and prudent risk management
Work with partners and experts to design integrated strategies meeting members’ and clients’ needs
Advise members and clients on the best strategies and identify expected results
Manage business relationships, assess satisfaction and service quality, follow up, and identify improvement areas
Stay up-to-date on the financial services industry, market trends, and best practices
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
Other combinations of qualifications and relevant experience may be considered
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 and telework equipment