Personal Finance Advisor - Remote

Overview

As a Personal Finance Advisor at Desjardins Ontario Credit Union, you will develop and maintain trusting business relationships with members and clients, ensuring their satisfaction by providing tailored financial advice.

In Short

• Full-time position as a Personal Finance Advisor.
• Develop lasting relationships with clients and members.
• Advise on investments, loans, and insurance products.
• Assess client satisfaction and service quality.
• Participate in outreach activities in the community.
• Stay updated on financial industry trends.
• Collaborate with partners to design integrated strategies.
• Requires expertise in both French and English.
• Minimum of three years of relevant experience.
• Offers competitive salary and benefits.

Requirements

• College diploma in a related field.
• Three years of relevant experience.
• Mutual fund representative certificate.
• Knowledge of financial, economic, and legislative events.
• Understanding of financial services cooperatives.
• Skills in customer focus and interpersonal savvy.
• Action-oriented and results-driven.
• Knowledge of compliance legislation.
• Proficiency in assessing financing applications.
• Ability to manage client relationships effectively.

Benefits

• Competitive salary and annual bonus.
• Four weeks of flexible vacation.
• Defined benefit pension plan.
• Group insurance including telemedicine.
• Reimbursement for health and wellness expenses.
• Telework equipment reimbursement.
• Commitment to equity, diversity, and inclusion.
• Support for accessibility in recruitment.
• Positive workplace culture.
• Opportunity to work for a top employer.