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Desjardins

Personal Finance Advisor

Desjardins

Personal Finance Advisor developing and maintaining trusted relationships with clients. Advising on financial goals and integrating strategies to enhance member satisfaction.

Posted 7/1/2026full-timeQuébec • 🇨🇦 CanadaJuniorWebsite

Core Competencies

Role fit
Core Competencies

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

Demonstrates expertise in financial services, client relationship management, and strategic advising, with a strong focus on customer satisfaction and community engagement. Proficient in assessing service quality and implementing improvements while respecting diversity and inclusion.

Highest-signal resume keywords
Bachelor's DegreeMutual Fund Representative CertificateFluency in FrenchCustomer-FocusedInterpersonal Skills

ATS Keywords

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Applicant Tracking System Keywords

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

Soft Skills
Action-OrientedResults-DrivenQuick Learner
Certifications & Qualifications
Mutual Fund Representative Certificate
Industry Keywords
Financial ServicesMarket TrendsBest PracticesClient SatisfactionService Quality

About the role

Key responsibilities & impact
  • Advise members and clients on optimal strategies and collaborate with them to define expected outcomes
  • Manage business relationships; assess member/client satisfaction and service quality; follow up and identify areas for improvement
  • Stay current 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
  • Bachelor's degree in a related field
  • Minimum of one year of relevant experience
  • Mutual Fund Representative certificate — Autorité des marchés financiers (AMF)
  • Fluency in French required
  • Action-oriented
  • Customer-focused
  • Respect for diversity and inclusion
  • Results-driven
  • Strong interpersonal skills
  • Quick learner

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 including telemedicine
  • Reimbursement for health and wellness expenses and telework equipment