Advisor - Personal Finances

Desjardins - Ottawa, ON (il y a 30+ jours)

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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.

Job Level


As a personal finances advisor, you help serve, prospect for, solicit, and develop and maintain business relationships with members and clients. You provide service tailored to client needs in accordance with current strategies and practices.

You actively help develop and maintain business relationships with clients. You drive results by reviewing complex requests and promoting and selling specialized products and services that meet client needs. You balance sales objectives, sound and prudent risk management, profitability and member/client satisfaction.

You work with clients who have development potential for your sector. You analyze member/client needs, help develop and implement personalized solutions, and propose integrated service offers.

You advise and assist current and potential members and clients. You represent Desjardins and enter the organization into agreements with clients. You also have opportunities to establish and negotiate product and service terms in accordance with current standards and procedures. Interpersonal savvy is therefore essential.

The Caisses populaires Desjardins de l’Ontario and the Fédération des Caisses populaires de l’Ontario were legally merged on January 1, 2020.

The merger is a major undertaking. It brings together 11 caisses, each with their own culture and way of operating. In the short term, the greatest challenge is creating a single team from all the caisses’ employees and standardizing their procedures.

Caisse Desjardins Ontario Credit Union Inc. serves 130,000 members from 50 service centre locations staffed by some 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’s the sixth largest credit union in Canada.

Beyond the operational advantages of forming a financial institution of this size, above all, the purpose of the merger is to create value for the caisse’s members and communities and to develop the Ontario market.

More specifically, in addition to taking charge of an existing savings portfolio, you will need to take care of mortgage files arriving through the Desjardins Mortgage Financing Service (DMFS) channel, hence the need for a mastery of both savings and mortgage credit.

Main Responsibilities

Establish an advisory relationship by identifying current and potential needs and supporting client retention.
Set goals and advise members and clients on the best solutions and strategies.
Analyze and meet complex client needs, handle requests and follow up as needed.
Collect, compile and analyze data. Prepare reports and recommendations.
Oversee portfolios. Assess customer satisfaction and service quality, follow up and make improvements as needed.
Monitor the industry to stay on top of the latest trends, opportunities and best practices in your field.

Other working condition

Number of job available: 1


College diploma in a related field
A minimum of three years of relevant experience

Please note that other combinations of qualifications and relevant experience may be considered.

For vacant positions available in Quebec, please note that knowledge of French is required.

Desjardins Cross-sector skills

Action oriented, Collaborates, Customer Focus, Innovation

Key competencies for the job

Drive results, Interpersonal Savvy

Work Location

Centre de services Rideau

Trade Union

Non Syndiqué

Unposting Date


Job Family

Member/client sales and service (FG)