Personal Finance Advisor
4 weeks ago
The work mode arrangement for the position is full-time on siteAs a personal finance advisor, you’re responsible for developing and maintaining lasting and trusting business relationships with members and clients, to ensure they’re satisfied. Your role is to listen to members’ and clients’ needs, offer them advice that fits their financial situation and help them choose appropriate solutions to meet their financial goals. You work closely with a client base consisting mainly of individual members and businesses. Interpersonal savvy is therefore essential. You drive results by recommending investments, loans and insurance products. You use your expertise to balance member/client satisfaction, business objectives, profitability and sound and prudent risk management. You work with various partners and experts to design integrated strategies that meet the needs of members and clients. More specifically, you will be required to:Advise members and clients on the best strategies and work with them to identify expected resultsManage business relationships, assess member/client satisfaction and service quality, follow up and identify areas for improvementStay up-to-date on the financial services industry, market trends and best practices in your fieldParticipate in outreach activities and represent the caisse in the communityWhat we offer*Competitive salary and annual bonus4 weeks of flexible vacation starting in the first yearDefined benefit pension plan that provides predictable, stable income throughout retirementGroup insurance including telemedicineReimbursement of health and wellness expenses and telework equipment* Benefits apply based on eligibility criteria.What you bring to the tableBachelor's degree in a related fieldA minimum of one year of relevant experiencePlease note that other combinations of qualifications and relevant experience may be consideredMutual fund representative certificate – Autorité des marchés financiersStrong communication skills in both French and English, both oral and written due to the nature of the duties or work tools or because the position involves interactions with english-speaking partners, members and/or clientsDrive results, Interpersonal Savvy#LI-OnsiteTrade 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 askJob FamilyMember/client sales and service (FG)Unposting Date2026-01-2 #J-18808-Ljbffr
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Personal Finance Advisor
4 weeks ago
Welland, Canada Desjardins Full timeJoin to apply for the Personal Finance Advisor role at DesjardinsThe work mode arrangement for the position is full-time on site.RequiredAs a personal finance advisor, you’re responsible for developing and maintaining lasting and trusting business relationships with members and clients, to ensure they’re satisfied. Your role is to listen to members’...
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Onsite Personal Finance Advisor: Client Growth
4 weeks ago
Welland, Canada Desjardins Group Full timeA leading financial services firm in the Niagara Region is seeking a full-time personal finance advisor to develop lasting relationships with clients. The role requires advising members on financial strategies, assessing satisfaction, and representing the organization in the community. Bilingual communication skills in French and English are essential. The...
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Life & Financial Advisor
2 weeks ago
Welland, Canada Billyard Insurance Group Inc. Full timeBillyard Insurance Group (BIG) is a leader in the insurance industry, dedicated to building a culture that reflects our core values. At BIG, Think BIG by exceeding expectations and creating lasting value for our clients, industry, and communities. Act with Integrity by upholding honesty, transparency, and respect in everything we do. Our clients are at the...
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Life & Financial Advisor
4 weeks ago
Welland, Canada Billyard Insurance Group Inc. Full timeDirector of People & Culture | Hiring Insurance Industry All-Stars Billyard Insurance Group (BIG) is a leader in the insurance industry, dedicated to building a culture that reflects our core values. At BIG, we Think BIG by exceeding expectations and creating lasting value for our clients, industry, and communities. We Act with Integrity by upholding...
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Life & Financial Advisor
3 weeks ago
Welland, Canada Billyard Insurance Full timeBillyard Insurance Group (BIG) is a leader in the insurance industry, dedicated to building a culture that reflects our core values. At BIG, we Think BIG by exceeding expectations and creating lasting value for our clients, industry, and communities. We Act with Integrity by upholding honesty, transparency, and respect in everything we do. Our clients are at...
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Life & Financial Advisor
3 weeks ago
Welland, Canada Billyard Insurance Full timeBillyard Insurance Group (BIG) is a leader in the insurance industry, dedicated to building a culture that reflects our core values. At BIG, we Think BIG by exceeding expectations and creating lasting value for our clients, industry, and communities. We Act with Integrity by upholding honesty, transparency, and respect in everything we do. Our clients are at...
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Life & Financial Advisor
4 weeks ago
Welland, Canada Billyard Insurance Group Inc. Full timeDirector of People & Culture | Hiring Insurance Industry All-Stars Billyard Insurance Group (BIG) is a leader in the insurance industry, dedicated to building a culture that reflects our core values. At BIG, we Think BIG by exceeding expectations and creating lasting value for our clients, industry, and communities. We Act with Integrity by upholding...
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Senior Finance Business Partner
3 weeks ago
Welland, Canada City of Welland Full timeHuman Resources Advisor at City of Welland About the City of Welland At the City of Welland, we're continuously rewriting our story. Not because we don't know where we're going, but because we are constantly reaching for new heights, engaging in new approaches, and pursuing what many believe to be unattainable or too ambitious. At the City of Welland, we're...
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Senior Finance Business Partner
3 weeks ago
Welland, Canada City of Welland Full timeHuman Resources Advisor at City of Welland About the City of Welland At the City of Welland, we're continuously rewriting our story. Not because we don't know where we're going, but because we are constantly reaching for new heights, engaging in new approaches, and pursuing what many believe to be unattainable or too ambitious. At the City of Welland, we're...
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Resident Advisor
2 weeks ago
Welland, Canada Campus Living Centres Full time**1. Position Summary and Job Magnitude** The Resident Advisor (RA) is a hired student leader who is expected to act as a role model, mentor, resource, and support to students living residence. The primary objective of the RA as part of the Residence Life Department is to foster a community environment that eases the student transition into...
