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Full-time
bachelor degree, professional certificate
Competitive salary, Annual bonus, Flexible vacation, Defined benefit pension plan, Group insurance, Telemedicine
Posted 14d ago
Apply by Aug 15
~40 hrs/week
Responsibilities
Develop and maintain trust-based relationships with members to provide tailored financial advice and solutions. Drive results by recommending investments, loans, and insurance while staying current on industry trends and legislative requirements.
Requirements
Requires a Bachelor's degree in a related field and at least one year of relevant experience. Must hold a Mutual fund representative certificate from the Autorité des marchés financiers and be fluent in both French and English.
Full job description
As a Personal Finance Advisor at Caisse Desjardins Ontario, you’re responsible for developing and maintaining a lasting, trust-based business relationship with members and clients to ensure their satisfaction.🤝Your role is to listen to the needs of members and clients, offer advice tailored to their financial situation, and help them choose appropriate solutions to help them achieve their financial goals. You drive results by preparing offers, and recommending investments, loans and insurance.🎯More specifically, you will be required to :
Advise members and clients on the best strategies and determine target outcomes.
Manage business relationships, assess satisfaction and service quality, follow up on these relationships and identify areas for improvement.
Stay on top of financial services industry news, market trends and best practices in your field.
Participate in outreach activities and be present in the community.
What we offer
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
Benefits apply based on eligibility criteria.
#LI-Hybrid #ON7
What you bring to the table
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
Strong communication skills in both French and English, both oral and written due to the nature of the duties or work tools or because the position involves interactions with english-speaking partners, members and/or clients.
Knowledge of the latest financial, economic, policy and legislative developments
Knowledge of products and services for caisse members, products and services offered by Desjardins Business centres, components and distribution networks, and products and services offered by competitors
Knowledge of debt management practices
Knowledge of legislative compliance requirements for the distribution of financial products and services
Understanding of the philosophy and fundamentals of financial services cooperatives
Knowledge of policies, legislation and standards governing products and services offered by Desjardins Ontario Credit Union
Knowledge of techniques used to assess and monitor individual financing applications.
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. At Desjardins, we have zero tolerance for discrimination of any kind. We believe our teams should reflect the diversity of the members, clients and communities we serve.
If there's something we can do to help 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!
Trade Union (If applicable)
Job Family
Member/client sales and service (FG)
Unposting Date
2026-08-14
Related keywords
Personal FinanceMutual Fund Representative CertificateAutorité des marchés financiersFinancial ServicesInvestment StrategiesDebt ManagementLegislative ComplianceFinancial CooperativesCaisse DesjardinsFinancial PlanningWealth ManagementCredit Union
Desjardins Group is the largest cooperative financial group in North America and the fifth largest cooperative financial group in the world, with assets of $435.8 billion as at March 31, 2024. It was named one of Canada's Best Employers by Forbes magazine and by Mediacorp. To meet the diverse needs of its members and clients, Desjardins offers a full range of products and services to individuals and businesses through its extensive distribution network, online platforms and subsidiaries across Canada. Ranked among the world's strongest banks according to The Banker magazine, Desjardins has some of the highest capital ratios and credit ratings in the industry and the first according to Bloomberg News.
Offices: 100, rue des Commandeurs, Lévis, Québec G6V 7N5, CA · 11 King St W, Toronto, ON M5H 4C7, CA · 110 9 Ave SW, Calgary, AB T2P 0T1, CA · 1 Complexe Desjardins, Montreal, QC H2X, CA
Desjardins Group is the largest cooperative financial group in North America and the fifth largest cooperative financial group in the world, with assets of $435.8 billion as at March 31, 2024. It was named one of Canada's Best Employers by Forbes magazine and by Mediacorp. To meet the diverse needs of its members and clients, Desjardins offers a full range of products and services to individuals and businesses through its extensive distribution network, online platforms and subsidiaries across Canada. Ranked among the world's strongest banks according to The Banker magazine, Desjardins has some of the highest capital ratios and credit ratings in the industry and the first according to Bloomberg News.
Offices: 100, rue des Commandeurs, Lévis, Québec G6V 7N5, CA · 11 King St W, Toronto, ON M5H 4C7, CA · 110 9 Ave SW, Calgary, AB T2P 0T1, CA · 1 Complexe Desjardins, Montreal, QC H2X, CA