As a personal finance advisor at Desjardins Ontario Credit Union, you’re responsible for developing and maintaining long‑term and trusting business relationships with members and clients to ensure their satisfaction. In this role, you listen to members’ and clients’ needs, provide advice tailored to their financial situation, and help them select appropriate solutions so they can reach their financial goals. You drive results by preparing offers, and recommending investments, loans and insurance.
Responsibilities 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 and telework equipment
Perks apply based on eligibility criteria.
What you bring to the table Bachelor's degree in a related field
A minimum of two years of relevant experience
Please note that 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, both oral and written due to the nature of the duties or work tools or because the position involves interactions with english‑speaking parteners, members and/or clients
Knowledge of the latest financial, economic, policy and legislative developments




Knowledge of products and services for 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
Action oriented, Customer Focus, Differences, Drive results, Interpersonal Savvy, Nimble learning
Equity, Diversity, Inclusion and Accessibility 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.
We can provide accommodations at any stage in the recruitment process. let us know. We can provide accommodations at any stage in the recruitment process. Just ask!
Job Family Member/client sales and service (FG)
Desjardins Group is the largest cooperative financial group in North America. We're the choice for over 52,000 employees and we're named one of Canada's top employers by Mediacorp and Forbes. We offer a full range of financial products and services and share our expertise in personal services, business services, wealth management, life and health insurance, and property and casualty insurance. Pursuing a career at Desjardins means being part of an organization that puts people first.

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📌 Personal Finance Advisor (Ontario)
🏢 Desjardins Group
📍 Ontario