Desjardins
Desjardins
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 – Desjardins, Repentigny (Hybrid)

Guide Desjardins members toward their financial goals with tailored banking advice and integrated solutions. Provide expertise across investments, lending, insurance, and broader financial strategies.

विवरण

  • Build and nurture trusted, long-term relationships with members and clients
  • Understand individual financial needs and tailor advice to each situation
  • Guide members and clients toward solutions aligned with their financial objectives
  • Recommend suitable investment, lending, and insurance products
  • Act as the caisse’s financing specialist and internal resource
  • Balance client satisfaction, business performance, profitability, and responsible risk management
  • Collaborate with partners and specialists to develop integrated financial strategies
  • Explain recommended strategies and clarify their anticipated outcomes
  • Manage business relationships while monitoring satisfaction and service quality
  • Follow up on client relationships and identify opportunities to improve service
  • Keep informed about financial services, market developments, and industry best practices
  • Take part in community outreach and represent the caisse locally

आवश्यकताएँ

  • College diploma in a relevant discipline
  • At least two years of related professional experience
  • Equivalent combinations of qualifications and relevant experience may also be considered
  • Mutual fund representative certificate issued by the Autorité des marchés financiers
  • French-language proficiency is required
  • Demonstrated initiative and action orientation
  • Strong customer focus
  • Ability to value and work effectively with differences
  • Proven drive to deliver results
  • Strong interpersonal judgment and relationship skills
  • Ability to learn quickly and adapt

लाभ

  • Competitive compensation with an annual bonus opportunity
  • Four weeks of flexible vacation beginning in the first year
  • Defined benefit pension plan offering stable, predictable retirement income
  • Group insurance coverage with telemedicine access
  • Reimbursement for health and wellness costs and telework equipment

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