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Personal Finance Advisor
DesjardinsPersonal Finance Advisor developing trusting business relationships with clients at Desjardins. Advising on financial strategies and managing client satisfaction with a focus on community outreach.
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in developing and maintaining business relationships while advising clients on financial strategies. Proficient in assessing client satisfaction and service quality, with a strong understanding of market trends in the financial services industry.
Highest-signal resume keywords
Bachelor's DegreeMutual Fund Representative CertificateClient Relationship ManagementFluency in FrenchFinancial Services Industry Knowledge
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
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Soft Skills
Business Relationship DevelopmentClient AdvisingService Quality AssessmentOutreach Participation
Certifications & Qualifications
Mutual Fund Representative Certificate
Industry Keywords
Financial ServicesMarket TrendsClient SatisfactionService QualityCaisse Desjardins
About the role
Key responsibilities & impact- Develop and maintain lasting and trusting business relationships with members and clients
- 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
- Available to travel to the service centres of Caisse Desjardins des travailleuses et travailleurs unis.
- Available to work Monday to Friday, including one evening per week
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