Personal Finance Advisor

desjardins; New Liskeard; Hybrid; CAD 65,000 - 90,000; Full time

Benefits offered by this job

Competitive salary

Annual bonus

4 weeks vacation

Pension plan

Group insurance incl. telemedicine

Health & wellness expense reimburse.

Telework equipment

Job summary

Desjardins Ontario Credit Union is seeking a Personal Finance Advisor to build long-term member relationships and tailor solutions to help clients reach their financial goals.

You will advise on investments, loans and insurance, manage satisfaction, and stay current with industry trends while contributing to outreach in the community.

Qualifications

• Bachelor's degree in a related field or equivalent.
• Mutual fund representative certificate is required.
• Two years of relevant experience preferred.
• Strong written and spoken English and French.
• Knowledge of financial products and Desjardins services.

Responsibilities

• Advise members on strategies and determine target outcomes.
• Manage relationships, assess satisfaction and service quality.
• Stay informed on financial news, trends and best practices.
• Participate in outreach activities and community presence.

Skills

Bilingual communication

Strong communication

Customer focus

Drive results

Interpersonal savvy

Nimble learning

Education

Bachelor's degree in a related field

Mutual fund representative certificate

Job description

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
• 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.

#LI-Hybrid, #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)