Personal Finance Advisor

Desjardins Group; New Liskeard; Hybrid; CAD 60,000 - 85,000; Full time

Benefits offered by this job

Competitive salary

Annual bonus

4 weeks vacation

Defined benefit pension

Group insurance

Telework equipment

Job summary

Desjardins Group's Ontario Credit Union is seeking a Personal Finance Advisor to cultivate long‑term relationships with members and clients, listen to needs, and tailor advice to help them reach financial goals. You’ll present offers and recommend investments, loans and insurance.

Responsibilities include advising on strategies, managing relationships and service quality, staying current on market trends, and participating in community outreach.

Qualifications

• Bachelor's degree and relevant experience required.
• Minimum two years of relevant experience.
• Mutual fund representative certificate required.
• Knowledge of financial products and services is essential and up to date.

Responsibilities

• Advise members and clients on 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

Skills

Bilingual EN/FR

Customer focus

Strong communication

Interpersonal savvy

Drive results

Adaptability

Education

Bachelor's degree in 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.

Responsibilities

• 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.

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.

We can provide accommodations at any stage in the recruitment process. let us know. We can provide accommodations at any stage in the recruitment process. Just ask!

Job Family

Member/client sales and service (FG)

Desjardins Group is the largest cooperative financial group in North America. We're the choice for over 52,000 employees and we're named one of Canada's top employers by Mediacorp and Forbes. We offer a full range of financial products and services and share our expertise in personal services, business services, wealth management, life and health insurance, and property and casualty insurance. Pursuing a career at Desjardins means being part of an organization that puts people first.