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 helping Desjardins members and businesses achieve financial goals. Advising 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
- 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
- Recommend investments, loans, and insurance products while balancing satisfaction, business objectives, profitability, and risk management
- Work with partners and experts to design integrated strategies
- 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
- Please note that other combinations of qualifications and relevant experience may be considered
- Mutual fund representative certificate – Autorité des marchés financiers
- Knowledge of French is requiredd
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
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
Report this job
Found something wrong with the page? Please let us know by submitting a report below.
EC
Conseiller principal en gestion financière TI chez EDC, société d’État aidant les entreprises canadiennes à réussir à l’étranger. Planification budgétaire, analyse des investissements et optimisation des coûts technologiques.
EC
Senior Advisor managing budgets, forecasts, invoices, and investment decisions for EDC, Canada's export finance corporation. Optimizing technology spending and financial governance across Digital & Technology Solutions.
Financial Analyst supporting financial planning, budgeting, forecasting, and reporting. Building models and translating business data into actionable insights for growing businesses.
Senior Associate overseeing SOX, audit, and financial control programs for SLC Management, a global institutional asset manager. Advising senior leaders and coordinating risk, reporting, and control improvements.
Finance automation manager transforming Sun Life’s global Finance operations with AI and process automation. Leading consulting engagements, solution delivery and measurable value realization.
Directeur financier et administratif chez Exonetik, fabricant sherbrookois d’actionneurs magnétorhéologiques. Pilotage des finances, de la comptabilité, de la rémunération et des ressources humaines.
Finance and accounting expert creating objective, gradable benchmark tasks from real workflows. Developing reference materials and review criteria for Micro1’s client.
Analyste FP&A chez Promutuel Assurance, contribuant aux budgets, prévisions et analyses de performance. Produisant des tableaux de bord et recommandations pour soutenir les décisions stratégiques.
Manager coordinating structured finance, reinsurance transactions, and GAAP reporting for RGA, a global life and health reinsurer. Leading cross - functional teams and financing partner relationships.