Personal Finance Consultant

1 month ago


Oshawa, Ontario, Canada Desjardins Full time

Desjardins is in search of a Personal Finance Consultant who will play a crucial role in fostering and nurturing client relationships. In this position, you will be tasked with delivering customized financial guidance and recommending appropriate financial products to assist clients in reaching their financial aspirations. Your knowledge in areas such as investments, credit options, and insurance will be essential in ensuring effective risk management and achieving favorable outcomes.

Key Responsibilities:

  • Deliver tailored financial consultations and work collaboratively with clients to establish realistic financial objectives
  • Oversee client relationships, evaluate satisfaction, and pinpoint opportunities for enhancement
  • Remain updated on market trends and industry best practices
  • Participate in community engagement initiatives representing the organization

What We Provide:

  • Attractive salary with performance-based bonuses
  • Four weeks of flexible vacation from the outset
  • Defined benefit pension plan ensuring secure retirement income
  • Comprehensive group insurance and wellness programs

Qualifications:

  • Bachelor's degree in a relevant discipline
  • At least one year of experience in a comparable position
  • Certification as a mutual fund representative
  • Excellent communication abilities in both French and English
  • Understanding of financial, economic, and regulatory issues

If you are dedicated to finance and excel in customer service, this role offers a significant opportunity to positively impact our clients' financial journeys.



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