Personal Finance Advisor

4 days ago

Orleans, Canada Desjardins Full time

Temporary position for 12 months.

The work mode arrangement for the position is full-time on site.

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 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
- Advanced proficiency of English and French due to the nature of the duties or work tools or because the position involves interactions with English/French-speaking partners, members and/or clients
- 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-Onsite

**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**

2025-04-29

  • Subprime Finance Manager

    1 week ago

    Orleans, Canada ORLEANS AUTO FINANCE Full time

    We are currently seeking to hire a Subprime Finance Manager who is looking to learn more about vehicle financing. **Key Responsibilities**: - Develop a deep understanding of customer needs and concerns to deliver exceptional service and ensure high levels of satisfaction. - Build and maintain long-term customer relationships founded on trust, transparency,...

  • Banking Advisor

    2 weeks ago

    Orleans, Canada National Bank of Canada Full time

    Attendance: On-Site Employment Category: Professional Type of Contract: Permanent Youtube Video A career as a Banking Advisor at National Bank is a varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and colleagues. You’ll adopt a friendly approach and use your analytical...

  • Mortgage Advisor

    1 week ago

    Orleans, Canada Scotiabank Full time

    Requisition ID: 163619 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **Purpose of Job**: As a Mortgage Advisor you will be responsible for maximizing the development of residential mortgage business from third party referral sources such as real estate agents, lawyers, financial planners, and centres...

  • Manager, Personal Finance

    2 weeks ago

    Orleans, Canada Alterna Savings Full time

    **Reports To: Branch Manager** **Status: Full Time** **Scope of Position** The Manager Personal Finance (MPF) Supports the Branch Manager in the strategic planning, organization and administration of all related sales and service functions and activities. The MPF provides leadership through continuous learning, performance assessment, coaching and...

  • Small Business Advisor

    3 hours ago

    Orleans, Canada Scotiabank Full time

    Requisition ID: 147042 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **About the role**: **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, the focus is to provide exceptional...

  • Automotive Service Advisor

    4 days ago

    Orleans, Canada Pathway Hyundai Full time

    **Job Overview** We are seeking a highly motivated and customer-oriented individual to join our team as a Service Advisor. As a Service Advisor, you will be the primary point of contact for customers who require automotive repair and maintenance services. Your role will involve providing exceptional customer service, coordinating service appointments, and...

  • Finance Manager

    2 weeks ago

    Orleans, Canada TAYLOR CREEK VOLKSWAGEN Full time

    **Taylor Creek Volkswagen** is seeking a **Finance Manager** to join our dynamic team. This is your opportunity to become part of a great Volkswagen family and work in a premium dealership that offers a friendly and professional customer-oriented environment. We are a leader in customer satisfaction and innovation. We offer a great working environment and...

  • Customer Service Advisor

    4 hours ago

    Orleans, Canada Orleans Autopro Full time

    Position is available immediately. Looking for a motivated and customer service centric service advisor to join our team. We are also looking for Licensed Technician We offer: Monday to Friday (8am to 5pm) hours Full benefit package Competitive wages Sick Days Training High-end office Air Conditioned Office and Shop If you are a punctual person that wants...

  • Automotive Service Advisor

    2 weeks ago

    Orleans, Canada Orleans Toyota Full time

    Orleans Toyota is looking for a **FULL-TIME SERVICE ADVISOR** **Position overview**: The Automotive Service Advisor acts as a liaison between customers and our service team, ensuring an exceptional customer experience. This role requires a proactive and enthusiastic individual who is passionate about customer service and knowledgeable in automotive...

  • Parts Advisor

    2 weeks ago

    Orleans, Canada TAYLOR CREEK VOLKSWAGEN Full time

    **Taylor Creek Volkswagen** is looking for a Parts Advisor who’s passionate about cars and would like to expand their knowledge about everything Volkswagen. It seems everyone has a special story about a Volkswagen at some point and time in their life, but it’s the people behind the brand that helps make them extra special. If you’d like to be a part of...