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 – Mont-Tremblant (Hybrid)

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

विवरण

  • Build and strengthen trusted relationships with members and clients
  • Assess financial needs and recommend suitable solutions aligned with individual goals
  • Serve both individual members and business clients
  • Recommend investment, lending, and insurance products
  • Balance client satisfaction, business performance, profitability, and prudent risk management
  • Collaborate with partners and specialists to develop integrated financial strategies
  • Explain recommended strategies and clarify their expected outcomes
  • Manage client relationships and evaluate satisfaction and service quality
  • Follow up with clients and identify opportunities to improve service
  • Keep current with financial services developments, market trends, and industry best practices
  • Take part in community outreach and represent the caisse locally

आवश्यकताएँ

  • Bachelor’s degree in a related discipline
  • At least one year of relevant experience
  • Equivalent combinations of qualifications and relevant experience may be considered
  • Mutual fund representative certificate issued by the Autorité des marchés financiers
  • French-language proficiency is required
  • Demonstrated ability to deliver results and build effective relationships.
  • benefits

लाभ

  • Competitive salary with an annual bonus
  • Four weeks of flexible vacation from the first year
  • Defined benefit pension plan offering predictable retirement income
  • Group insurance with telemedicine coverage
  • Reimbursement for health and wellness expenses and telework equipment
  • Benefits are subject to eligibility criteria

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