Personal Finance Advisor, Assigned Clients — Rimouski
DesjardinsAdvise Desjardins members and clients on financial goals, financing, credit, loans, and insurance. This full-time hybrid role is based in Rimouski.
खोलें
Desjardins एक उत्तर अमेरिकी वित्तीय सहकारी संस्था है, जो पूरे कनाडा में व्यक्तियों, व्यवसायों और समुदायों को सेवाएँ प्रदान करती है। इसकी सेवाओं में व्यक्तिगत और व्यावसायिक बैंकिंग, क्रेडिट कार्ड, मॉर्गेज, ऋण, बचत और निवेश, तथा वाहन और गृह बीमा शामिल हैं। यह संस्था वित्तीय और बीमा सेवाओं को ऐसे सहकारी मॉडल के साथ जोड़ती है, जिसमें सदस्यों को निर्णय लेने में भूमिका मिलती है। साथ ही, यह जिम्मेदार निवेश, स्थानीय अर्थव्यवस्था के समर्थन, सामुदायिक सहभागिता और युवाओं के विकास पर जोर देती है।
Personal Finance Advisor
Advise Desjardins members and clients in Montréal on investments, lending, insurance, and financial strategies. Build trusted relationships through a hybrid role that also includes community outreach.
विवरण
- Build lasting, trusted relationships with members and clients.
- Understand their needs and offer advice tailored to their financial circumstances.
- Help members and clients select solutions that support their financial goals.
- Recommend investment, loan, and insurance products.
- Balance client satisfaction and business goals with profitability and prudent risk management.
- Partner with specialists to develop integrated financial strategies.
- Explain recommended strategies and their expected outcomes to members and clients.
- Manage business relationships and evaluate satisfaction and service quality.
- Follow up with members and clients and identify opportunities to improve.
- Keep current with financial services developments, market trends, and best practices.
- Take part in outreach and represent the caisse in the community.
आवश्यकताएँ
- Bachelor's degree in a related field
- At least one year of relevant experience
- Other combinations of qualifications and relevant experience may be considered
- Mutual fund representative certificate from the Autorité des marchés financiers
- Knowledge of French is required
- Available to work one evening per week
- Action oriented
- Customer Focus
- Differences
- Drive results
- Interpersonal Savvy
- Nimble learning
लाभ
- Competitive salary and annual bonus
- Four weeks of flexible vacation starting in the first year
- Defined benefit pension plan providing predictable, stable retirement income
- Group insurance, including telemedicine
- Reimbursement for health and wellness expenses and telework equipment
- Accommodations at any stage of the recruitment process
संबंधित नौकरियाँ
Personal Finance Advisor – Rimouski (Hybrid)
DesjardinsBuild member relationships and recommend financing, loan and insurance solutions as a Desjardins Personal Finance Advisor. This hybrid position is based in Rimouski, Canada.
खोलें
Desjardins Personal Finance Advisor — Thetford Mines (Hybrid)
Desjardins
कनाडाहाइब्रिडपूर्णकालिकजूनियरमध्य स्तरआवश्यक भाषा: अंग्रेज़ीआवश्यक भाषा: फ़्रेंचवित्तीय योजना और विश्लेषणHelp Desjardins members work toward their financial goals with tailored advice and product recommendations. Build client relationships while advising on investments, loans, insurance and prudent financial strategies.
खोलें
Personal Finance Advisor – Desjardins
Desjardinsकनाडाहाइब्रिडपूर्णकालिकजूनियरमध्य स्तरआवश्यक भाषा: अंग्रेज़ीआवश्यक भाषा: फ़्रेंचवित्तीय योजना और विश्लेषणAdvise Desjardins members on investments, financing and insurance solutions tailored to their financial goals. Build trusted client relationships and develop integrated strategies with internal experts.
खोलें
Personal Finance Advisor – Thetford Mines
Desjardinsकनाडाहाइब्रिडपूर्णकालिकजूनियरमध्य स्तरआवश्यक भाषा: अंग्रेज़ीआवश्यक भाषा: फ़्रेंचवित्तीय योजना और विश्लेषणAdvise Desjardins members in Thetford Mines on investments, financing and insurance, while building trusted financial relationships.
खोलें