Shape financial futures as a Personal Finance Advisor with Desjardins Ontario Credit Union in a hybrid work model. Cultivate lasting relationships while providing tailored financial advice to clients and members.

In this role, you will manage relationships and assess satisfaction levels to enhance service quality. You’ll advise on strategies and ensure clients choose the right financial solutions to meet their goals. Staying informed on industry trends and participating in community outreach are essential aspects of this position.

Key Responsibilities:
• Advise clients on financial strategies and desired outcomes
• Assess and manage client satisfaction and service quality
• Stay updated on financial industry news and best practices




• Participate in community outreach activities and initiatives

Requirements:
• Bachelor’s degree in a related field
• Minimum of two years relevant experience
• Mutual fund representative certificate from Ontario Securities Commission
• Robust communication skills in French and English
• Knowledge of financial products and legislative compliance

Leverage your experience in finance and relationship management to make a positive impact at Desjardins Ontario Credit Union.
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📌 Personal Finance Advisor at Desjardins (Ontario)
🏢 Desjardins
📍 Ontario