Personal Finance Advisor

2 weeks ago


Cochrane, Canada Desjardins Full time

As a personal finance advisor at

Desjardins Ontario Credit Union

, 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 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

What you bring to the table- College diploma in a related field- A minimum of three years of relevant experience- Please note that other combinations of qualifications and relevant experience may be considered- Knowledge of French is required- Knowledge of current financial, economic, political and legislative events

Action oriented, Customer Focus, Differences, Drive results, Interpersonal Savvy, Nimble learning

LI-Hybrid

Trade Union

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.

Job Family

Member/client sales and service (FG)

Unposting Date

2025-02-27



  • Cochrane, Canada Cochrane Toyota Full time

    **Join Our Award-Winning Toyota Dealership as a Financial Services Advisor!** Are you passionate about delivering exceptional customer service and excited about helping people achieve their automotive dreams? We are seeking a motivated and personable **Financial Services Advisor** to join our team at Cochrane Toyota. **About Us**: Our dealership has been...


  • Cochrane, Canada Brokerlink Inc. Full time

    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 ensure a respectful and inclusive work environment is present. We want like-minded individuals who want...


  • Town of Cochrane, Canada Cochrane Toyota Full time

    An award-winning Toyota dealership in Alberta is seeking a Financial Services Advisor to deliver exceptional customer service and assist clients with financing options and insurance products. Ideal candidates will exhibit a friendly demeanor and possess strong communication and organizational skills. This role offers competitive pay, bonuses, and...


  • Cochrane, Canada Erols Automotive Full time

    Job Opportunity: Service Advisor at Erol's Automotive Join Our Team in a Modern, State-of-the-Art Facility Are you an experienced Service Advisor looking for an exciting opportunity in the automotive industry? Erol's Automotive is seeking a motivated and customer-focused individual to join our team as a Service Advisor. With our modern facility,...

  • Sales Advisor

    2 weeks ago


    Cochrane, Canada IRIS, Le Groupe Visuel Full time

    Sales Advisor - IRIS COCHRANE, AB **IRIS, The Visual Group is looking for a sales advisor in Cochrane, AB** Do you have sales experience and you're looking for a new career or are you currently working in the optical industry? Are you looking for flexible working hours? Do you want to work in a great environment where you are appreciated? Do you love making...

  • Service Advisor

    6 days ago


    Cochrane, Canada Cochrane Toyota Full time

    **About the Role**: Service Advisors are the primary contact with our service guests. They greet customers, listen to their needs, consult customers on their vehicles' needs, and deliver a high level of customer satisfaction. Cochrane Toyota is looking for individuals who are knowledgeable, detailed, and can communicate with staff and customers through a...

  • Automotive Sales

    5 days ago


    Cochrane, Canada Cochrane Toyota Full time

    Product Advisor – Cochrane Toyota Are you passionate about delivering an exceptional customer experience? Do you thrive in a dynamic, people-focused environment? If so, we want you on our team!   About the Role As a Product Advisor, you’ll be the face of our Toyota dealership—guiding customers through one of the most exciting moments in their lives:...


  • Cochrane, Canada Cochrane Toyota Full time

    About the Role: Express Lane Service Advisors are the first point of contact for our quick-service guests.You’ll greet customers, listen to their needs, and ensure their express services (oil changes, tire rotations, filters, and other light maintenance) are handled efficiently and accurately.Your role is to deliver a 5-star guest experience while keeping...

  • Client Advisor

    13 hours ago


    Cochrane, Canada Royal Bank of Canada Full time

    **Job Summary** This position is for a 1-year contract role as a Client Advisor for Cochrane Branch **What is the opportunity?** This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you help clients with their everyday banking, As an RBC ambassador, you add...

  • Express Service Advisor

    37 minutes ago


    Cochrane, Alberta, Canada Cochrane Toyota Full time

    About the Role:Express Lane Service Advisors are the first point of contact for our quick-service guests. You'll greet customers, listen to their needs, and ensure their express services (oil changes, tire rotations, filters, and other light maintenance) are handled efficiently and accurately. Your role is to deliver a 5-star guest experience while keeping...