Personal Finance Advisor

Desjardins

Personal finance advisor helping Desjardins members choose investments, loans, and insurance solutions. Managing client relationships, financial strategies, and community outreach for North America’s largest cooperative financial group.

Posted 8/10/2026full-timeSainte-Marie • 🇨🇦 CanadaJuniorMid-LevelWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in financial advisory services, including investment, loan, and insurance product recommendations, while maintaining strong business relationships and ensuring client satisfaction. Proficient in assessing client needs and delivering tailored financial solutions in a dynamic market environment.

Highest-signal resume keywords

Mutual Fund Representative CertificateFinancial Advisory ServicesClient Relationship ManagementBilingual in FrenchCustomer Focus

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Investment RecommendationsLoan ProductsInsurance ProductsFinancial Goal AssessmentRisk Management

Soft Skills

Interpersonal SavvyAction OrientedDrive ResultsNimble Learning

Certifications & Qualifications

Mutual Fund Representative Certificate

Industry Keywords

Financial ServicesMarket TrendsBusiness RelationshipsClient SatisfactionOutreach 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 and provide advice suited to their financial situation
Help members and clients choose appropriate solutions to meet their financial goals
Recommend investments, loans and insurance products
Serve as a financing expert advisor and resource person for the caisse
Balance member/client satisfaction, business objectives, profitability and sound and prudent risk management
Work with partners and experts to design integrated strategies for members and clients
Advise members and clients on strategies and identify expected results
Manage business relationships, assess 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
Participate in outreach activities and represent the caisse in the community

Requirements

What you’ll need

College diploma in a related field
A minimum of two years 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
Action oriented
Customer Focus
Differences
Drive results
Interpersonal Savvy
Nimble learning

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