RequiredAs 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 their satisfaction. Your role is to listen to their needs, offer advice that fits their financial situation and help them choose appropriate solutions to meet their goals. You work closely with a client base of young people and individual members, requiring interpersonal savvy.You drive results by recommending investments, loans, and insurance products, serving as a financing expert advisor and resource person for the caisse. You balance member/client satisfaction, business objectives, profitability, and sound risk management. You work with partners and experts to design integrated strategies that meet the needs of members and clients.Specific responsibilities include: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.What we offerCompetitive salary and annual bonus.Salary range:



$56,501 to $77,690 per year (Toronto suburbs).4 weeks of versatile vacation starting in the first year.Defined benefit pension plan providing predictable, stable income throughout retirement.Group insurance including telemedicine.Reimbursement of health and wellness expenses and telework equipment.Benefits apply based on eligibility criteria.What You Bring To The TableCollege diploma in a related field.Minimum of two years of relevant experience.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.Knowledge of all products and services offered by Desjardins and competitors.Knowledge of the integration of financial data into computer systems.Knowledge of debt management.Knowledge of compliance with legislation respecting 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.Knowledge of operating procedures pertaining to investment and financing activities Desjardins business processes.Knowledge of service standards.Knowledge of techniques used to assess and monitor individual financing applications.#J-18808-Ljbffr

📌 Personal Finance Advisor - C$56,501 - C$77,690 A Year (Winnipeg)
🏢 Desjardins Ontario Credit Union
📍 Winnipeg