Current jobs related to Personal Finance Advisor - New Liskeard - Desjardins
-
New Liskeard, Canada St.Cyr & Associates Full time**Job Summary** We are seeking an organized and detail-oriented **Administrative Assistant** to support our Financial Advisor. This role is primarily administrative, with limited client interaction, and is key to ensuring smooth operations and efficient client service. **Key Responsibilities**: - Prepare and organize client meeting materials, summaries,...
-
Service Advisor
4 days ago
New Liskeard, Canada Wilson Chevrolet Buick GMC Full time**Do you enjoy working in a fun and fast paced environment?**Do you want to work for a family-owned company that values their employees and offers the opportunity for advancement? Welcome to Wilson Chevrolet Buick GMC in New Liskeard. We are presently seeking an enthusiastic and outgoing individual to join our Service Department in the capacity of **Service...
-
Banking Advisor Trainee
1 week ago
New Liskeard, Canada Scotiabank Full timeRequisition ID: 208441 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **About the role**: **What your role will be** Financial Advisor At Scotiabank we help employees build their futures - where they can be themselves, and win together. With a commitment to diversity and inclusion and a...
-
Financial Advisor
1 week ago
New Liskeard, Canada Scotiabank Full timeRequisition ID: 204705 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **What you’ll be doing** Our Advisors are customer-centric and able to connect with people in a relatable way. As an essential member of the Canadian Banking Branch network you will be provided in-depth training designed to allow...
-
Financial Advisor
2 weeks ago
NEW TECUMSETH, Canada Royal Bank of Canada Full timeJob Description What is the opportunity? As an RBC Financial Advisor, you attract, nurture, and grow relationships with our high-value personal and small business clients, by adding value in the moments that matter to them. You provide our clients with proactive, professional advice and collaborate with RBC partners to help clients with their goals and key...
-
Finance Manager
4 weeks ago
New Credit, Canada Ontario First Nations Technical Services Corporation Full timeLocation: New Credit / Brantford The Ontario First Nations Technical Services Corporation (OFNTSC) is a nonprofit organization that provides technical advisory services, training, and capacity development to First Nations communities in Ontario. By offering a wide range of specialized services and expertise, OFNTSC helps to enhance the quality of life,...
-
Travel Consultant
5 days ago
New Liskeard, Canada Maritime Travel Full time**About Maritime Travel**: As a Travel Consultant at Maritime Travel, you will be the face of our organization, responsible for delivering outstanding customer service, providing expert travel advice, and helping our clients create unforgettable travel experiences. Your role will involve: **Responsibilities**: - **Customer Service**:Deliver exceptional...
-
Insurance Advisor
1 week ago
New Westminster, Canada BCAA Full timeWhy BCAA? Feel proud of what you do and help shape the future of BC at a BC Top Employer. We’re driven by purpose - delivering peace of mind to one in three BC households with insurance, roadside assistance, auto repair, Evo Car Share and Evolve E-Bike Share. With a long history of keeping roads safe and giving back in ways that build stronger...
-
Video Service Advisor
5 days ago
New Glasgow, Canada Wonder Auto & Tire Full time**Wonder Auto & Tire New Glasgow is Hiring: Video Service Advisor** _ Turn your personality into horsepower — help customers understand their vehicles like never before!_ Are you passionate about cars _and_ people? Do you have a knack for clear, friendly communication? We’re looking for a **Video Service Advisor** to join our fast-paced,...
-
Video Service Advisor
2 weeks ago
New Glasgow, Canada Wonder Auto & Tire Full time**Wonder Auto & Tire New Glasgow is Hiring: Video Service Advisor** - Turn your personality into horsepower — help customers understand their vehicles like never before!_ Are you passionate about cars _and_ people? Do you have a knack for clear, friendly communication? We’re looking for a **Video Service Advisor** to join our fast-paced,...
Personal Finance Advisor
4 hours ago
As a personal finance at Desjardins Ontario Credit Union 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 of young people and individual members. Interpersonal savvy is therefore essential.You drive results by recommending investments, loans and insurance products. You serve as a financing expert advisor and resource person for the caisse. 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 two years of relevant experience
- Please note that other combinations of qualifications and relevant experience may be considered
- Mutual fund representative certificate from the Ontario Securities Commission
- Proficiency of French and English is required
- Knowledge of current financial, economic, political and legislative events.
Action oriented, Customer Focus, Differences, Drive results, Interpersonal Savvy, Nimble learning
Curious about this profession? Click here
LI-Hybrid
**Trade 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.
**Job Family**
Member/client sales and service (FG)
**Unposting Date**
2025-12-4
