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Personal Finance Advisor
DesjardinsPersonal finance advisor helping Desjardins members and businesses achieve financial goals. Recommending investments, loans and insurance products while managing trusted client relationships.
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in financial advisory services, including investment recommendations, risk management, and client relationship management. Proficient in assessing client needs and providing tailored financial solutions while staying informed on industry trends and best practices.
Highest-signal resume keywords
Bachelor's DegreeMutual Fund Representative CertificateInvestment RecommendationsRisk ManagementClient Relationship Management
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Financial AdvisoryInvestment RecommendationsLoan RecommendationsInsurance Product RecommendationsRisk Management Knowledge
Soft Skills
Business Relationship DevelopmentClient Satisfaction AssessmentCommunication SkillsProblem-Solving
Certifications & Qualifications
Mutual Fund Representative Certificate
Industry Keywords
Financial Services IndustryMarket TrendsBest PracticesClient Needs Assessment
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
- Balance member/client satisfaction, business objectives, profitability and sound and prudent risk management
- Work with partners and experts to design integrated strategies
- Advise members and clients on strategies and identify expected results
- Manage business relationships and 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
- 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
- Ability to recommend investments, loans and insurance products
- Knowledge of financial services industry, market trends and best practices
- Sound and prudent risk management knowledge
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
- Workplace accommodations at any stage in the recruitment process