Personal Finance Advisor

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

Job summary

A leading financial services organization in Embrun, Ontario, seeks a Personal Finance Advisor. You will develop client relationships, advise members on financial strategies, and manage business relationships to ensure member satisfaction. The ideal candidate has at least two years of relevant experience, a college diploma in a related field, and bilingual proficiency in French and English. The role offers a competitive salary, annual bonus, and various benefits including a defined benefit pension plan.

Benefits

Competitive salary

Annual bonus

Flexible vacation

Defined benefit pension plan

Group insurance

Reimbursement of health and wellness expenses

Qualifications

• Minimum of two years of relevant experience in a financial advisory role.
• Proficiency in both French and English is required.
• Knowledge of current financial, economic, political, and legislative events.

Responsibilities

• Advise members on strategies to meet their financial goals.
• Manage relationships and assess member/client satisfaction.
• Participate in community outreach activities.

Skills

Interpersonal Savvy

Customer Focus

Nimble learning

Drive results

Education

College diploma in a related field

Mutual fund representative certificate from the Ontario Securities Commission

Job description

Overview

The work mode arrangement for the position is full-time on site.

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 of young people and individual members. Interpersonal savvy is therefore essential. You drive results by recommending investments, loans and insurance products. You serve as a financing expert advisor and resource person for the caisse. 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:

Responsibilities

• 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 two 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
• Proficiency of French and English is required
• Knowledge of current financial, economic, political and legislative events.

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

Onsite

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

2025-10-1