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Desjardins

Personal Finance Advisor, Assigned Clientele

Desjardins

Personal Finance Advisor at Desjardins fostering relationships with members and clients. Advising on financial strategies and managing insurance and financing needs in hybrid work environment.

Posted 7/3/2026full-timeQuébec • 🇨🇦 CanadaJuniorMid-LevelWebsite

Core Competencies

Role fit
Core Competencies

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Demonstrates expertise in financial services, client relationship management, and goal-setting strategies. Proficient in assessing client satisfaction and implementing improvements while actively engaging with the community.

Highest-signal resume keywords
Client Relationship ManagementMutual Fund Representative CertificateFinancial Services Industry KnowledgeBilingual in FrenchGoal-Setting Strategies

ATS Keywords

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Applicant Tracking System Keywords

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Soft Skills
CommunicationProblem-SolvingInterpersonal Skills
Certifications & Qualifications
Mutual Fund Representative Certificate
Industry Keywords
Financial ServicesMarket TrendsService QualityClient SatisfactionOutreach Activities

About the role

Key responsibilities & impact
  • Help members and clients set goals and advise them on the best strategies
  • 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 in your field
  • Participate in outreach activities and be present in the community

Requirements

What you’ll need
  • College diploma in a related field
  • A minimum of two years of relevant experience
  • 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 and telework equipment