Personal Finance Advisor

Desjardins

Conseiller en finances personnelles chez Desjardins, le plus grand groupe financier coopératif d’Amérique du Nord. Accompagnement de membres jeunesse et particuliers en placement, financement et protection.

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

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in financial advisory services, client relationship management, and compliance with financial regulations. Proficient in evaluating client needs and providing tailored financial solutions to achieve their goals.

Highest-signal resume keywords

Client Relationship ManagementFinancial Advisory ServicesGroup Savings Representative CertificationKnowledge of Financial ProductsProficiency in French

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial Data IntegrationDebt ManagementInvestment StrategiesOperational ProceduresCompliance Knowledge

Soft Skills

Customer FocusInterpersonal SavvyAction OrientedDrive for ResultsNimble Learning

Certifications & Qualifications

Group Savings Representative Certification

Industry Keywords

Financial Services CooperativeCaisse Products and ServicesDesjardins Business CentresMarket TrendsLegislative Compliance

About the role

Key responsibilities & impact

Develop and maintain a long-term, trust-based business relationship with members and clients
Ensure member and client satisfaction
Listen to members’ and clients’ needs and provide advice tailored to their financial situation
Support members and clients in choosing solutions that help them achieve their financial goals
Manage a client portfolio composed of youth clients and individual members
Propose offers related to investments, financing and protection (insurance)
Act as the financing expert and resource person for the credit union
Ensure alignment between member and client satisfaction, business objectives, risk management and profitability
Collaborate with various partners and specialists to propose integrated strategies
Advise members and clients on the best strategies and determine target outcomes with them
Evaluate member and client satisfaction and service quality, perform follow-ups and recommend required improvements
Stay up to date on financial news, market trends and best practices
Carry out representation activities and contribute to the credit union’s presence in the community

Requirements

What you’ll need

College diploma (DEC) in a relevant technical discipline
Minimum of two years of relevant experience
Other combinations of education and relevant experience may be considered
Certificate as a Group Savings Representative – Autorité des marchés financiers (AMF)
Proficiency in French required
Knowledge of financial, economic, political and legislative news
Knowledge of all products and services offered to Caisse members and those offered by Desjardins Business Centres, as well as the Desjardins distribution networks and competitors
Knowledge of integrating financial data into systems
Knowledge of debt management
Knowledge and awareness of compliance with laws governing the distribution of financial products and services
Knowledge of the philosophy and operation of a financial services cooperative
Knowledge of policies, legislation and standards related to the products and services offered by the Caisse
Knowledge of operational procedures related to financing and investment activities
Knowledge of Desjardins’ business processes and service standards
Knowledge of techniques for evaluating and monitoring individual financing applications
Behavioral competencies: Action Oriented, Customer Focus, Embracing Differences, Drive for 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 providing predictable, stable retirement income
Group insurance plan including telemedicine services
Reimbursement of expenses related to health, wellness and telework equipment
Hybrid work arrangement
Accommodation at any stage of the recruitment process