Personal Finance Advisor

Desjardins - Alexandria, ON (30+ days ago)

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Desjardins Group is the largest cooperative financial group in Canada, and one of the largest employers in the country. It offers a full range of financial products and services and is home to a wealth of expertise in property and casualty insurance, life and health insurance, wealth management, services for businesses of all sizes, securities brokerage, asset management, venture capital, and secure, leading-edge virtual access methods.

Job Level


As a personal finance 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.

The Caisses populaires Desjardins de l’Ontario and the Fédération des Caisses populaires de l’Ontario were legally merged on January 1, 2020.

The merger is a major undertaking. It brings together 11 caisses, each with their own culture and way of operating. In the short term, the greatest challenge is creating a single team from all the caisses’ employees and standardizing their procedures.

Caisse Desjardins Ontario Credit Union Inc. serves 130,000 members from 50 service centre locations staffed by some 650 employees. Its business volume exceeds $13.6 billion, with assets of more than $6.5 billion, including more than $3.9 billion in individual loans and more than $1.8 billion in business loans. Savings total more than $4.3 billion. This solid, high-performance organization, with rich and diversified expertise, is a major employer in Ontario, with a payroll of more than $46 million. It’s the sixth largest credit union in Canada.

Beyond the operational advantages of forming a financial institution of this size, above all, the purpose of the merger is to create value for the caisse’s members and communities and to develop the Ontario market.

Main responsibilities

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.

Other working conditions

Travel : Travel : Employee may be called upon to travel to one of our Eastern Ontario service centres.
Number of job available : 1


College diploma in a related field
A minimum of one year of a relevant experience

Please note that other combinations of qualifications and relevant experience may be considered

Hold a Mutual fund sales representative certificate issued by the Autorité des marchés financiers
For vacant positions available in Quebec, please note that knowledge of French is required

Specific knowledge

Knowledge of current financial, economic, political and legislative events
Knowledge of all products and services aimed at caisse members and those offered by Desjardins Business Centres, Desjardins components and distribution networks, and those offered by competitors
Knowledge of the integration of financial data into computer systems
Knowledge of debt management
Knowledge of compliance with legislation respecting the distribution of financial products and services
Understanding of the philosophy and fundamentals of financial services cooperatives
Knowledge of policies, legislation and standards related to products and services offered by the caisse
Knowledge of operating procedures pertaining to investment and financing activities Desjardins business processes
Knowledge of service standards
Knowledge of the techniques used to assess and monitor individual financing applications

Desjardins Cross-sector skills

Action oriented, Collaborates, Customer Focus, Innovation

Key competencies for the job

Drive results, Interpersonal Savvy

Work Location

Desjardins Ontario

Trade Union

Non Syndiqué

Unposting Date


Job Family

Member/client sales and service (FG)