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 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, Assigned Clients — Rimouski
Advise Desjardins members and clients on financial goals, financing, credit, loans, and insurance. This full-time hybrid role is based in Rimouski.
विवरण
- Build lasting, trusted relationships with members and clients.
- Understand their needs and provide advice tailored to their financial circumstances.
- Help members and clients select solutions that support their financial goals.
- Develop financing solutions for affluent individuals and businesses.
- Recommend loan and insurance products.
- Act as a financing specialist and trusted resource.
- Use cross-sector financing strategies and authorize credit within established guidelines.
- Balance member and client satisfaction with business goals, profitability, and prudent risk management.
- Collaborate with partners and specialists to develop integrated strategies.
- Advise members and clients on suitable strategies and expected outcomes.
- Manage business relationships, evaluate satisfaction and service quality, follow up, and identify opportunities to improve.
- Keep up with developments in financial services, market trends, and best practices.
- Take part in community outreach and represent the caisse.
आवश्यकताएँ
- A 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.
- Action oriented.
- Customer focused.
- Values differences.
- Drives results.
- Interpersonally savvy.
- Learns nimbly.
लाभ
- Competitive salary and annual bonus.
- Four weeks of flexible vacation from 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.
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