Trusted Personal Finance Advisor
Location
oshawa, durham region
Job Type
Full-time
Category
Other-General
Posted
June 19, 2026
Elevate your career as a Trusted Personal Finance Advisor with Desjardins Ontario Credit Union. Your role focuses on client relationships and delivering customized financial guidance to foster member satisfaction.
As an advisor, you will directly impact young members' financial success through tailored investments and insurance. You will assess client satisfaction and make continuous improvements to service delivery. Staying updated on market trends and participating in outreach will also be crucial for your success in this role.
Key Responsibilities:
• Offer financial solutions tailored to client needs
• Assess and enhance service quality and member satisfaction
• Keep up with financial industry insights
• Actively participate in community representation
Requirements:
• College diploma in finance or related field
• Two years of relevant advisory experience
• Mutual fund representative certificate necessary
• Strong bilingual communication skills
• D...
As an advisor, you will directly impact young members' financial success through tailored investments and insurance. You will assess client satisfaction and make continuous improvements to service delivery. Staying updated on market trends and participating in outreach will also be crucial for your success in this role.
Key Responsibilities:
• Offer financial solutions tailored to client needs
• Assess and enhance service quality and member satisfaction
• Keep up with financial industry insights
• Actively participate in community representation
Requirements:
• College diploma in finance or related field
• Two years of relevant advisory experience
• Mutual fund representative certificate necessary
• Strong bilingual communication skills
• D...