Personal Finance Advisor

Desjardins; Coniston; On-site; CAD 60,000 - 80,000; Full time

Job summary

As a personal finance advisor at Desjardins, you'll develop and maintain trusted relationships with clients, advising them on financial strategies and services. This role requires strong interpersonal skills and a college diploma along with at least three years of relevant experience. You will participate in the community outreach and represent the caisse while staying informed about industry trends. What Desjardins offers includes a competitive salary, bonus, and flexible vacation, making this an appealing opportunity in Ontario.

Benefits

4 weeks of flexible vacation starting in the first year

Defined benefit pension plan

Group insurance including telemedicine

Reimbursement of health and wellness expenses

Qualifications

• Minimum of three years of relevant experience.
• Advanced proficiency in French and English required.
• Knowledge of financial, economic, political and legislative events.

Responsibilities

• Advise members and clients on financial strategies.
• Manage business relationships and assess satisfaction.
• Stay updated on market trends and financial services.

Skills

Customer Focus

Interpersonal Savvy

Action oriented

Nimble learning

Education

College diploma in a related field

Mutual fund representative certificate from the Ontario Securities Commission

Job description

Required

As a personal finance advisor at Desjardins Ontario Credit Union, you’re responsible for developing and maintaining lasting and trusting business relationships with members and clients, to ensure they’re satisfied. Your role is to listen to members’ and clients’ needs, offer them advice that fits their financial situation and help them choose appropriate solutions to meet their financial goals. You work closely with a client base consisting mainly of individual members and businesses. Interpersonal savvy is therefore essential. You drive results by recommending investments, loans and insurance products. You use your expertise to balance member/client satisfaction, business objectives, profitability and sound and prudent risk management. You work with various partners and experts to design integrated strategies that meet the needs of members and clients. More specifically, you will be required to:

• 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
  
  

What we offer*

• 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
• Benefits apply based on eligibility criteria.
  
  

What You Bring To The Table

• College diploma in a related field
• A minimum of three years of relevant experience
• Please note that other combinations of qualifications and relevant experience may be considered
• Mutual fund representative certificate from the Ontario Securities Commission
• Advenced proficiency of French is required
• Advenced proficiency of English is required
• Knowledge of current financial, economic, political and legislative events
• Debt management
• Notions of compliance with legislation respecting the distribution of financial products and services
• Techniques used to assess and monitor individual financing applications
  
  

Action oriented, Customer Focus, Differences, Drive results, Interpersonal Savvy, Nimble learning

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Trade Union (If applicable)

At Desjardins, we believe in equity, diversity and inclusion. We're committed to welcoming, respecting and valuing people for who they are as individuals, learning from their differences, embracing their uniqueness, and providing a positive workplace for all. At Desjardins, we have zero tolerance for discrimination of any kind. We believe our teams should reflect the diversity of the members, clients and communities we serve.

If there's something we can do to help make the recruitment process or the job you're applying for more accessible, let us know. We can provide accommodations at any stage in the recruitment process. Just ask!

Job Family

Member/client sales and service (FG)

Unposting Date

2025-07-17