Financial Planner Specialist

3 weeks ago


Oshawa, Ontario, Canada Desjardins Full time

The role of a Personal Finance Advisor at Desjardins involves building lasting and trustworthy relationships with members and clients to ensure their satisfaction. This is achieved by listening to their needs, offering advice that fits their financial situation, and helping them choose appropriate solutions to meet their financial goals. The advisor works closely with a client base consisting mainly of individual members and businesses, requiring interpersonal savvy to drive results by recommending investments, loans, and insurance products. The role involves balancing member/client satisfaction, business objectives, profitability, and sound risk management. Key responsibilities include:

  • Providing customized advice to members and clients on the best strategies and expected results.
  • Managing business relationships, assessing member/client satisfaction and service quality, and identifying areas for improvement.
  • Staying up-to-date on the financial services industry, market trends, and best practices in the field.
  • Participating in outreach activities and representing the caisse in the community.

Desjardins offers a competitive salary and annual bonus, 4 weeks of flexible vacation starting in the first year, a defined benefit pension plan, group insurance, and reimbursement of health and wellness expenses and telework equipment. The ideal candidate should have a Bachelor's degree in a related field, a minimum of 1 year of relevant experience, and hold a mutual fund representative certificate from the Ontario Securities Commission. Strong communication skills in both French and English, as well as knowledge of current financial, economic, political, and legislative events, are also required. The candidate should have a deep understanding of the philosophy and fundamentals of financial services cooperatives, policies, legislation, and standards related to products and services offered by the caisse, and Desjardins business processes and service standards.



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