Financial Services Advisor

2 days ago

Oshawa, Ontario, Canada Desjardins Full time
{"title": "Financial Services Advisor", "content": "Job Summary

As a Financial Services Advisor at Desjardins, you will play a key role in developing and maintaining lasting business relationships with members and clients. Your primary responsibility will be to provide expert advice on financial products and services, helping clients achieve their financial goals. You will work closely with a diverse client base, consisting mainly of individual members and businesses, to identify their financial needs and provide tailored solutions.

Key Responsibilities
  • Advise clients on financial products and services, including investments, loans, and insurance
  • Develop and maintain strong business relationships with clients, ensuring their satisfaction and loyalty
  • Stay up-to-date on market trends and best practices in the financial services industry
  • Participate in outreach activities and represent Desjardins 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
  • Group insurance, including telemedicine
  • Reimbursement of health and wellness expenses and telework equipment
Requirements
  • Bachelor's degree in a related field
  • Minimum 1 year of relevant experience
  • Hold a mutual fund representative certificate from the Ontario Securities Commission
  • Strong communication skills in both French and English, both oral and written
  • Knowledge of current financial, economic, political, and legislative events
", "lang_code": "en-US"}

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