Personal Finance Advisor

The work mode arrangement for the position is full‑time on site.

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. You 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 essential. You drive results by recommending investments, loans and insurance products, and balance member/client satisfaction, business objectives, profitability and sound risk management. You work with various partners and experts to design integrated strategies that meet the needs of members and clients.

• 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.

• Competitive salary and annual bonus.
• Salary range: $59 003 to $81 129 per year.
• 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.

• Bachelor's degree in a related field.
• A minimum of two years of relevant experience.
• 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, oral and written.
• Knowledge of current financial, economic, political and legislative events.
• Familiarity with all products and services offered by Desjardins and its competitors.
• Experience with debt management.
• Notions of compliance with legislation respecting the distribution of financial products and services.
• Understanding of the philosophy and fundamentals of financial services cooperatives.
• Knowledge of policies, legislation and standards related to products and services offered by the caisse.
• Familiarity with Desjardins business processes.
• Knowledge of service standards.
• Techniques used to assess and monitor individual financing applications.

• Action oriented
• Customer focus
• Diversity and inclusion
• Drive results
• Interpersonal savvy
• Nimble learning

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. We have zero tolerance for discrimination of any kind. Our teams should reflect the diversity of the members, clients and communities we serve.

If there’s something we can do to 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!

Member/client sales and service (FG)

This position is currently vacant.

Desjardins uses tools that incorporate artificial intelligence functionalities to screen or assess applicants as part of the recruitment process for this position.