Leverage your expertise as a Personal Finance Advisor with Desjardins Ontario Credit Union. Build deep relationships with clients to enhance their financial well-being and empower their decisions.

In this client-facing advisory role, you will develop long-term relationships, ensuring satisfaction while recommending tailored financial solutions. You’ll utilize your knowledge of market trends and financial products to guide clients toward their financial objectives, while actively participating in community outreach.

Key Responsibilities:
• Advise clients on tailored financial strategies
• Manage relationships and assess service satisfaction
• Follow up to identify improvement areas
• Stay updated on industry trends and best practices
• Engage in community outreach activities

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

Become a key player in enriching the financial lives of clients at Desjardins Ontario Credit Union.
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📌 Personal Finance Advisor at Desjardins (Ontario)
🏢 Desjardins
📍 Ontario