Personal Finance Advisor

Desjardins Group; Northeastern Ontario; On-site; CAD 50,000 - 90,000; Full time

Job summary

An established industry player is seeking a personal finance advisor who excels in building strong relationships with clients. In this role, you will leverage your expertise to guide members in their financial journeys, offering tailored advice on investments, loans, and insurance products. You will play a key role in enhancing member satisfaction while balancing business objectives and risk management. This position offers a dynamic work environment where your contributions can lead to significant impacts in the community. If you are passionate about finance and client service, this opportunity is perfect for you.

Benefits

Competitive salary and annual bonus

4 weeks of flexible vacation

Defined benefit pension plan

Group insurance including telemedicine

Reimbursement of health and wellness expenses

Qualifications

• Minimum of three years of relevant experience in financial services.
• Knowledge of current financial, economic, political, and legislative events.

Responsibilities

• Advise clients on financial strategies and solutions.
• Manage relationships and assess client satisfaction.
• Stay updated on industry trends and best practices.

Skills

Interpersonal Savvy

Customer Focus

Action Oriented

Nimble Learning

Drive Results

Education

College diploma in a related field

Job description

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
• Knowledge of French is required
• Knowledge of current financial, economic, political, and legislative events

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

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

2025-07-4