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Personal Financial Advisor
DesjardinsPersonal Finance Advisor responsible for advising clients and managing financial products. Building lasting relationships and providing tailored financial advice to diverse clientele in Canada.
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in financial strategy advising, client relationship management, and market trend analysis. Proficient in French and holds a Mutual Fund Representative certificate, ensuring compliance and effective communication in the financial services sector.
Highest-signal resume keywords
Financial Strategy AdvisingClient Relationship ManagementMutual Fund Representative CertificateProficiency In FrenchMarket Trend Analysis
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
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Soft Skills
Service Quality AssessmentCommunicationProblem Solving
Certifications & Qualifications
Mutual Fund Representative Certificate
Industry Keywords
Financial ServicesClient SatisfactionOutreach ActivitiesBest PracticesCaisse
About the role
Key responsibilities & impact- Advise members and clients on optimal financial strategies and work with them to identify expected outcomes.
- Manage business relationships; 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 (credit union) in the community.
Requirements
What you’ll need- College diploma in a related field
- At least two years of relevant experience
- Mutual Fund Representative certificate — Autorité des marchés financiers (AMF)
- Proficiency in French is required
- Available to work one evening per week
Benefits
Comp & perks- Competitive salary and annual bonus
- Four weeks of flexible vacation starting in the first year
- Defined benefit pension plan providing predictable, stable retirement income
- Group insurance, including telemedicine
- Reimbursement for health and wellness expenses and telework equipment