Elevate your career as a Personal Finance Advisor at Desjardins Ontario Credit Union. In this hybrid role, help clients achieve their financial goals with tailored advice and solutions.

As a Personal Finance Advisor, you will build long-term relationships with members and clients to ensure their financial satisfaction. Your expertise in investment, loan, and insurance recommendations will drive positive outcomes while staying updated on industry trends and best practices. Building trust and delivering value are essential in this position.

Key Responsibilities:
• Advise members on financial strategies and target outcomes
• Manage client relationships and follow up on satisfaction
• Stay informed on financial market trends and news
• Participate in community outreach activities

Requirements:
• Bachelor's degree in a related field
• Minimum two years of relevant experience
• Mutual fund representative certificate required
• Solid bilingual communication skills in French and English
• Knowledge of debt management and legislative compliance

Leverage your financial expertise and communication skills to support clients at Desjardins Ontario Credit Union.
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📌 Personal Finance Advisor at Desjardins (Ontario)
🏢 Desjardins
📍 Ontario