Desjardins Group's Ontario Credit Union is seeking a Personal Finance Advisor to cultivate long‑term relationships with members and clients, listen to needs, and tailor advice to help them reach financial goals. You’ll present offers and recommend investments, loans and insurance.
Responsibilities include advising on strategies, managing relationships and service quality, staying current on market trends, and participating in community outreach.
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📌 Personal Finance Advisor: Growth & Planning (Ontario)
🏢 Desjardins Group
📍 Ontario
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