Senior Manager designing and delivering compliant financial literacy programs for the Ontario Medical Association’s 40,000 physician members. Leading curriculum, partners, pilots, and outcome measurement in a hybrid Toronto role.
About the role
- Personal Finance Advisor developing client relationships for Desjardins. Advising members and businesses on investments, loans, insurance, and integrated financial strategies.
Responsibilities
- Develop and maintain lasting and trusting business relationships with members and clients
- Listen to members’ and clients’ needs, offer advice suited to their financial situation, and help them choose appropriate solutions to meet financial goals
- Work with a client base consisting mainly of individual members and businesses
- Recommend investments, loans and insurance products
- Balance member/client satisfaction, business objectives, profitability, and sound 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, 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
- Advanced proficiency of English due to the nature of the duties or work tools or because the position involves interactions with English-speaking partners, members and/or clients
- Available to work one evening per week until 8:00 p.m. and rotating Saturdays
- Action oriented
- Customer Focus
- Differences
- Drive results
- Interpersonal Savvy
- Nimble learning
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
- Benefits apply based on eligibility criteria.
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EC
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