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Desjardins

Personal Finance Advisor

Desjardins

Personal Finance Advisor responsible for client satisfaction and financial advice at Desjardins. Building relationships and recommending suitable financial solutions for members and businesses.

Posted 7/3/2026full-timePaspébiac • 🇨🇦 CanadaJuniorWebsite

Core Competencies

Role fit
Core Competencies

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Demonstrates expertise in financial services, client relationship management, and market trend analysis. Proficient in advising clients on strategies and improving service quality while actively participating in community outreach.

Highest-signal resume keywords
Bachelor's DegreeMutual Fund Representative CertificateClient Relationship ManagementKnowledge of FrenchMarket Trend Analysis

ATS Keywords

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Applicant Tracking System Keywords

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Soft Skills
AdvisingCommunicationProblem-Solving
Certifications & Qualifications
Mutual Fund Representative Certificate
Industry Keywords
Financial ServicesClient SatisfactionService QualityOutreach ActivitiesBest Practices

About the role

Key responsibilities & impact
  • Advise members and clients on the best strategies and work with them to identify expected results
  • 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 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
  • 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