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.
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 mainly of individual members. 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.
Caisse Desjardins Ontario Credit Union Inc. serves 130,000 active members, primarily in the personal, commercial, real estate and agricultural sectors, from 50 branches with close to 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 is located in a culturally diverse market with strong business development potential. It is the 6th largest credit union in Canada.
Beyond the operational advantages of forming a financial institution of this size, the primary objective of the merger is to create value for members and communities and to develop the Ontario market.
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 condition
Number of job available : 1
College diploma in a related field
A minimum of two years of relevant experience
Bachelor’s degree in Business Administration or in a related field (an asset)
Please note that other combinations of qualifications and relevant experience may be considered . For example, experience in sales consulting or business development in any industry may be considered relevant experience.
Hold an mutual fund representative certificate from the Ontario Securities Commission
For vacant positions available in Ontario, please note that knowledge of French is required
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, components and distribution networks, as well as those of competitors
Knowledge of debt management principles
Familiarity with legal compliance requirements for the distribution of financial products and services
Understanding of the philosophy and operation of financial services cooperatives
Knowledge of policies, legislation and standards related to caisse products and services
Knowledge of the Desjardins business process and service standards
Understanding of the techniques to assess and follow up on a personal financing application
Strong communication skills in both French and English, both oral and written.
Desjardins Cross-sector skills
Action oriented, Collaborates, Customer Focus, Innovation
Key competencies for the job
Drive results, Interpersonal Savvy
11 King Street West Toronto (MT)
Member/client sales and service (FG)