Personal Finance Advisor helping Desjardins Ontario Credit Union members reach financial goals. Advising on investments, loans, insurance, and tailored financial solutions.
About the role
- Personal finance advisor helping Desjardins members and clients achieve financial goals. Providing tailored financing, loans, insurance, and credit strategies while managing trusted relationships.
Responsibilities
- Develop and maintain lasting and trusting business relationships with members and clients
- Listen to members’ and clients’ needs and offer advice suited to their financial situation
- Help members and clients choose appropriate solutions to meet their financial goals
- Provide financing solutions for affluent individuals and businesses
- Recommend loans and insurance products
- Serve as a financing expert advisor and resource person
- Ensure cross-sector strategies are applied to financing
- Authorize credit in accordance with established rules
- Balance member/client satisfaction, business objectives, profitability, and prudent risk management
- Work with partners and experts to design integrated strategies
- Advise members and clients on the best strategies and identify expected results
- Manage business relationships and 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
- Participate in outreach activities and represent the caisse in the community
Requirements
- Bachelor's degree in a related field
- A minimum of one year of relevant experience
- Other combinations of qualifications and relevant experience may be considered
- Mutual fund representative certificate – Autorité des marchés financiers
- Knowledge of French is required
Benefits
- 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
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Personal Finance Advisor helping Desjardins Ontario Credit Union members reach financial goals through tailored advice. Recommending investments, loans, and insurance while managing trusted relationships.
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