Personal Finance Advisor
2 weeks ago
Personal Finance Advisor Desjardins 1 day ago Be among the first 25 applicants Responsibilities 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 offer* Competitive salary and annual bonus 4 weeks of flexible vacation starting in the first year Defined benefit pension plan that provides 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 Table Bachelor's degree in a related field A minimum of one year of relevant experience Other combinations of qualification and experience may be considered 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 All products and services aimed at caisse members and those offered by Desjardins Business Centres, Desjardins components and distribution networks, and those offered by competitors Debt management Notions of compliance with legislation respecting the distribution of financial products and services Understanding of the philosophy and fundamentals of financial services cooperatives Policies, legislation and standards related to products and services offered by the caisse Desjardins business processes Service standards Techniques used to assess and monitor individual financing applications Action oriented, Customer Focus, Differences, Drive results, Interpersonal Savvy, Nimble learning Curious about this profession? Click here Trade Union (If applicable) At Desjardins, we believe in equity, diversity and inclusion. We're committed to welcoming, respecting and valuing people for who they are as individuals, learning from their differences, embracing their uniqueness, and providing a positive workplace for all. At Desjardins, we have zero tolerance for discrimination of any kind. We believe our teams should reflect the diversity of the members, clients and communities we serve. If there's something we can do to help make the recruitment process or the job you're applying for more accessible, let us know. We can provide accommodations at any stage in the recruitment process. Just ask Job Family: Member/client sales and service (FG) Unposting Date: 2025-12-04 Seniority level: Entry level Employment type: Full-time Job function: Finance and Sales Industries: Banking Referrals increase your chances of interviewing at Desjardins by 2x Get notified about new Financial Advisor jobs in Hawkesbury, Ontario, Canada. #J-18808-Ljbffr
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Banking Advisor
1 week ago
Hawkesbury, Canada National Bank of Canada Full timeBanking Advisor Apply for the Banking Advisor role at National Bank of Canada. A career as a Banking Advisor at National Bank is a versatile and varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and colleagues. You’ll adopt a friendly approach, listen actively and offer a...
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Bilingual Personal Insurance Advisor
6 hours ago
Hawkesbury, Canada BrokerLink - Eastern Ontario Region Full timeJoin to apply for the Bilingual Personal Insurance Advisor role at BrokerLink - Eastern Ontario Region.Being a part of BrokerLink means you live our values: to act with integrity, be respectful of others, have a customer-driven mindset, strive for excellence, and always treat others with generosity. These values drive our diversity and inclusion efforts to...
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Bilingual Personal Insurance Advisor
2 weeks ago
Hawkesbury, Canada BrokerLink Full timeBeing a part of BrokerLink means living our values: integrity, respect for others, a customer‑driven mindset, excellence and generosity. These values guide our diversity and inclusion efforts and create a respectful and inclusive workplace. We want like‑minded individuals who provide outstanding customer service, maintain utmost professionalism and grow...
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Bilingual Personal Insurance Advisor
2 weeks ago
Hawkesbury, Canada BrokerLink Full timeBeing a part of BrokerLink means living our values: integrity, respect for others, a customer‑driven mindset, excellence and generosity. These values guide our diversity and inclusion efforts and create a respectful and inclusive workplace. We want like‑minded individuals who provide outstanding customer service, maintain utmost professionalism and grow...
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Bilingual Personal Insurance Advisor
6 hours ago
Hawkesbury, Canada BrokerLink - Eastern Ontario Region Full timeA leading insurance brokerage is seeking a Bilingual Personal Insurance Advisor in Hawkesbury, Eastern Ontario. The position offers a supportive work environment focused on client service and professionalism. Responsibilities include servicing client needs, advising on insurance matters, and selling new policies. Candidates should have a high school diploma...
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Banking Advisor
4 weeks ago
Hawkesbury, Canada National Bank of Canada Full timeOverviewJoin to apply for the Banking Advisor role at National Bank of Canada.A career as a Banking Advisor at National Bank is a versatile and varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and colleagues. You’ll adopt a friendly approach, listen actively and offer a...
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Banking Advisor
4 weeks ago
Hawkesbury, Canada National Bank of Canada Full timeOverviewJoin to apply for the Banking Advisor role at National Bank of Canada.A career as a Banking Advisor at National Bank is a versatile and varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and colleagues. You’ll adopt a friendly approach, listen actively and offer a...
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Banking Advisor
3 days ago
Hawkesbury, Canada National Bank of Canada Full time**Primary Locations**:Hawkesbury, Ontario**: **Attendance**:On-site**: **Employee Status**:Regular**: **Schedule**:Part-time**: **Hours Number**:25**: As a Banking Advisor at the National Bank, you'll live your ambitions and have a positive impact on your own life as well as the lives of your clients and colleagues. You’ll adopt a friendly approach and...
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Mortgage Advisor
7 days ago
Hawkesbury, Canada Scotiabank Full timeRequisition ID: 163617 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **Purpose of Job**: As a Mortgage Advisor you will be responsible for maximizing the development of residential mortgage business from third party referral sources such as real estate agents, lawyers, financial planners, and centres...
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Hawkesbury, Canada BrokerLink Full timeA leading insurance company in Hawkesbury seeks a Bilingual Personal Insurance Advisor to provide outstanding customer service and manage client insurance needs. The ideal candidate will have a strong customer focus and preferably 1+ year of personal insurance experience. The role involves selling new policies, advising clients, and maintaining current...
