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Desjardins
Desjardins
बीमाबैंकिंगवित्त
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।
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कंपनी की नौकरियाँ

Personal Finance Advisor in Repentigny (Hybrid)

Advise Desjardins caisse members on investments, loans, insurance, and integrated financial strategies. Build trusted relationships while helping clients pursue their financial goals.

CAकनाडाहाइब्रिडपूर्णकालिकजूनियरमध्य स्तरआवश्यक भाषा: अंग्रेज़ीआवश्यक भाषा: फ़्रेंचवित्तीय योजना और विश्लेषण

विवरण

  • Build and strengthen trusted relationships with members and clients
  • Understand each member’s or client’s needs and tailor advice to their financial circumstances
  • 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 an internal resource
  • Balance client satisfaction, business priorities, profitability, and responsible risk management
  • Collaborate with partners and specialists to develop integrated financial strategies
  • Explain recommended strategies and clarify their anticipated outcomes
  • Manage client relationships while monitoring satisfaction and service quality
  • Conduct follow-ups and identify opportunities to improve service
  • Keep current with financial-services developments, market conditions, and industry best practices
  • Take part in community outreach and represent the caisse externally

आवश्यकताएँ

  • College diploma in a relevant discipline
  • At least two years of related professional experience
  • Equivalent combinations of relevant education and experience may be considered
  • Mutual fund representative certification from the Autorité des marchés financiers
  • French-language proficiency is required
  • Takes initiative and moves work forward
  • Prioritizes client needs and service quality
  • Values and supports differences
  • Delivers against objectives
  • Builds effective interpersonal relationships
  • Learns quickly and adapts to new information

लाभ

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

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