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.
If there's something we can do to help make the recruitment process or the job you're applying for more accessible, let us know. We can provide accommodations at any stage in the recruitment process. Just ask!
Job Level
NV-07As 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.
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.
If there's something we can do to help make the recruitment process or the job you're applying for more accessible, let us know. We can provide accommodations at any stage in the recruitment process. Just ask!
Job Level
NV-07As 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.General Information on the Position
Caisse Desjardins Ontario Credit Union Inc. serves 137,000 active members, primarily in the personal, commercial, real estate and agricultural sectors, from 48 branches with close to 840 employees. Its business volume exceeds $19.8 billion, with assets of more than $11.4 billion, including more than $8.1 billion in individual loans and more than $2.6 billion in business loans. The caisse’s balance sheet savings total is more than $6.6 billion.
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
The work arrangement for the position is full-time on-site work. #LI-Onsite
Travel : 10%
Number of jobs available : 1
Qualifications
Bachelor's degree in a related field
A minimum of 1 year of relevant experience
Please note that other combinations of qualifications and relevant experience may be considered
Hold a mutual fund representative certificate – 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
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
Debt management
Notions of compliance with legislation respecting the distribution of financial products and services
Understanding of the philosophy and fundamentals of financial services cooperatives
Policies, legislation and standards related to products and services offered by the caisse
Desjardins business processes
Service standards
Techniques used to assess and monitor individual financing applications
Desjardins Cross-sector skills
Action oriented, Customer Focus, Differences, Nimble learningKey competencies for the job
Drive results, Interpersonal SavvyWork Location
600, rue Grandview Sud , Oshawa (MT)Trade Union
Non SyndiquéUnposting Date
2024-04-10Job Family
Member/client sales and service (FG)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.
Desjardins Group is not only North America’s strongest financial institution, it has also been recognized as a Best Employer in Canada for several years now. Its 54,000 employees and 2,500 directors contribute to maintaining its leading position in online and mobile banking services. Desjardins Group is a corporate citizen that puts people first!
For vacant positions available in Quebec, please note that knowledge of French is required.
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