EY Talent Consultant
EY
Advise EY leaders on workforce planning, talent management and organizational change. Partner with global teams to use analytics and deliver strategic people solutions.
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 - Rimouski (Hybrid)
Advise Desjardins members and clients in Rimouski on financial solutions tailored to their needs. Manage relationships and recommend suitable investment, lending, and insurance products.
विवरण
- Build and sustain trusted relationships with members and clients
- Understand financial needs and recommend solutions suited to each person’s situation
- Explain appropriate strategies and the outcomes clients can expect
- Oversee business relationships while monitoring satisfaction and service quality
- Follow up with members and clients 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 locally
- Recommend investment, loan, and insurance products
- Collaborate with partners and specialists to develop integrated financial strategies
- Balance client satisfaction, business priorities, profitability, and prudent risk management
आवश्यकताएँ
- Bachelor’s degree in a related discipline
- At least one year of relevant experience
- Equivalent combinations of relevant qualifications and experience may be considered
- Mutual fund representative certificate issued by the Autorité des marchés financiers
- French-language proficiency is required
- Takes initiative and acts decisively
- Prioritizes customer needs
- Values and supports differences
- Focuses on achieving results
- Builds effective interpersonal relationships
- Learns quickly and adapts to new information
लाभ
- Competitive compensation with an annual bonus
- Four weeks of flexible vacation from the first year
- Defined benefit pension plan offering predictable retirement income
- Group insurance coverage with telemedicine
- Reimbursement for health and wellness expenses and telework equipment
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