Location
hawkesbury
Job Type
Full-time
Posted
July 09, 2026
Job Description
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 they’re satisfied. You will 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. The role interacts primarily with individual members and businesses. Interpersonal savvy is essential.
More specifically, you will be required to:
- 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.