Join Desjardins Ontario Credit Union as a Personal Finance Advisor to deliver personalized financial solutions. Focus on building member relationships and guiding them to achieve their financial aspirations within a hybrid mode.

You’ll leverage your expertise to establish trust with members, assess their financial needs, and recommend appropriate products like investments and loans. This role involves tracking industry trends while ensuring top-notch service through regular assessments of member satisfaction and engagement.

Key Responsibilities:
• Develop tailored financial strategies for clients
• Manage and improve member relationships and satisfaction
• Monitor financial services industry trends and news
• Engage in outreach activities to promote financial literacy

Requirements:
• Bachelor’s degree in a relevant discipline
• At least two years of relevant work experience
• Mutual fund representative certificate from the Ontario Securities Commission
• Bilingual in French and English
• Strong grasp of financial products and compliance regulations

Use your financial advisory skills to enhance member experiences at Desjardins Ontario Credit Union.
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📌 Financial Advisor for Desjardins Members (Ontario)
🏢 Desjardins
📍 Ontario