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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 their satisfaction. Your role is to listen to their needs, offer advice that fits their financial situation and help them choose appropriate solutions to meet their goals. You work closely with a client base of young people and individual members, requiring interpersonal savvy.
You drive results by recommending investments, loans, and insurance products, serving as a financing expert advisor and resource person for the caisse. You balance member/client satisfaction, business objectives, profitability, and sound risk management. You work with partners and experts to design integrated strategies that meet the needs of members and clients.
Specific responsibilities include:
- Advise members and clients on the best strategies and work with them t...