Personal Finance Advisor

Desjardins; New Liskeard; On-site; CAD 60,000 - 83,000; Full time

Benefits offered by this job

Annual bonus

4 weeks vacation

Pension plan

Insurance including telemedicine

Wellness expense reimbursement

Telework equipment

Job summary

Desjardins Ontario Credit Union seeks a Personal Finance Advisor to develop long-term, trusted relationships with members and clients, listening to needs, offering tailored advice, and helping them choose suitable solutions to achieve financial goals. You will drive results by preparing offers and recommending investments, loans and insurance.

You will advise clients on strategies, manage relationships, monitor satisfaction, stay informed on market trends, and participate in community outreach

Qualifications

• Bachelor's degree in a related field.
• Minimum two years of relevant experience.
• Mutual fund representative certificate from the OSC.
• Bilingual in French and English.

Responsibilities

• Advise members and clients on best strategies and target outcomes.
• Manage relationships, assess satisfaction and service quality, follow up and identify improvements.
• Stay updated on financial services industry news, market trends and best practices.
• Participate in outreach activities and be present in the community.
• Prepare offers and recommend investments, loans and insurance.

Skills

Bilingual: French & English

Relationship management

Communication skills

Interpersonal skills

Education

Bachelor's degree in a related field

Mutual fund representative certificate (OSC)

Job description

Required

As a personal finance advisor at Desjardins Ontario Credit Union, you’re responsible for developing and maintaining long-term and trusting business relationships with members and clients to ensure their satisfaction. In this role, you listen to members’ and clients’ needs, provide advice tailored to their financial situation, and help them select appropriate solutions so they can reach their financial goals. You drive results by preparing offers, and recommending investments, loans and insurance. More specifically, you’ll be required to:

• Advise members and clients on the best strategies and determine target outcomes
• Manage business relationships, assess satisfaction and service quality, follow up on these relationships and identify areas for improvement
• Stay on top of financial services industry news, market trends and best practices in your field
• Participate in outreach activities and be present in the community

What we offer

• Competitive salary and annual bonus
• Salary range : $60 478 to $83 158 per year
• 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.

#ON07

What You Bring To The Table

• Bachelor's degree 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
• Strong communication skills in both French and English, both oral and written due to the nature of the duties or work tools or because the position involves interactions with english-speaking parteners, members and/or clients
• Knowledge of the latest financial, economic, policy and legislative developments
• Knowledge of products and services for members, products and services offered by Desjardins Business centres, components and distribution networks, and products and services offered by competitors
• Knowledge of debt management practices
• Knowledge of legislative compliance requirements for the distribution of financial products and services
• Understanding of the philosophy and fundamentals of financial services cooperatives
• Knowledge of policies, legislation and standards governing products and services offered by Desjardins Ontario Credit Union
• Knowledge of techniques used to assess and monitor individual financing applications

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

Equity, Diversity, Inclusion and Accessibility

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

2026-10-1

This position is actually vacant.

Desjardins uses tools that incorporate artificial intelligence functionalities to screen or assess applicants as part of the recruitment process for this position.