Personal Finance Advisor

Desjardins

Personal finance advisor serving Desjardins members and clients. Recommending investments, loans, and insurance while managing relationships and financial risk.

Posted 8/12/2026full-time🇨🇦 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, recommending appropriate financial products, and ensuring compliance with industry standards.

Highest-signal resume keywords

Bachelor's DegreeMutual Fund Representative CertificateKnowledge of Financial ProductsKnowledge of Debt ManagementFluency in French

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial AnalysisRisk ManagementInvestment RecommendationsClient Needs AssessmentCompliance Knowledge

Soft Skills

Interpersonal SavvyClient Relationship ManagementCommunication SkillsProblem SolvingDrive Results

Certifications & Qualifications

Mutual Fund Representative Certificate

Industry Keywords

Financial ServicesMarket TrendsLegislative ComplianceService StandardsDesjardins Business Processes

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 for members and clients
Advise members and clients on strategies and identify expected results
Manage business relationships and 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

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
Knowledge of current financial, economic, political and legislative events
Knowledge of products and services offered to caisse members, Desjardins Business Centres, Desjardins components and distribution networks, and competitors
Knowledge of debt management
Notions of compliance with legislation respecting the distribution of financial products and services
Understanding of the philosophy and fundamentals of financial services cooperatives
Knowledge of policies, legislation and standards related to products and services offered by the caisse
Knowledge of Desjardins business processes
Knowledge of service standards
Knowledge of techniques used to assess and monitor individual financing applications
Drive results
Interpersonal Savvy

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