Personal Finance Advisor

Desjardins

Personal Finance Advisor advising Desjardins members and business clients on investments, loans, and insurance. Building relationships and integrated financial strategies in Montréal.

Posted 8/19/2026full-timeMontréal • 🇨🇦 CanadaJuniorWebsite

Core Competencies

Role fit

Core Competencies

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

Demonstrates expertise in developing and maintaining business relationships while providing tailored financial advice to clients. Proficient in assessing client satisfaction and implementing strategies to meet financial goals, with a strong understanding of the financial services industry.

Highest-signal resume keywords

Bachelor's DegreeMutual Fund Representative CertificateClient Relationship ManagementFinancial AdvisoryBilingual in French

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Soft Skills

Interpersonal SkillsCommunication SkillsProblem-Solving SkillsListening Skills

Certifications & Qualifications

Mutual Fund Representative Certificate

Industry Keywords

Financial ServicesInvestment ProductsRisk ManagementMarket TrendsClient Satisfaction

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 situations
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 the best 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

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
Telework equipment