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 investments, loans, insurance, and broader financial strategies. Build trusted relationships while representing the caisse in the community.
विवरण
- Build and sustain trusted, long-term relationships with members and clients
- Understand individual needs and provide advice aligned with each financial situation
- Guide members and clients toward solutions that support their financial goals
- Develop financial strategies and explain their anticipated outcomes
- Manage client relationships while evaluating 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 outreach initiatives and represent the caisse within the community
- Recommend suitable investment, lending, and insurance products
- Balance client satisfaction, business priorities, profitability, and prudent risk management
- Collaborate with internal partners and specialists to create integrated strategies
आवश्यकताएँ
- Bachelor’s degree in a related discipline
- At least one year of relevant professional experience
- Equivalent combinations of relevant qualifications and experience may be accepted
- Mutual fund representative certificate issued by the Autorité des marchés financiers
- French proficiency is required
- Ability to advise clients on investments, loans, and insurance products
- Familiarity with financial-services practices, market trends, and industry standards
- Action-oriented approach
- Strong customer focus
- Ability to work effectively with differences
- Results-driven mindset
- Strong interpersonal judgment
- Adaptability and willingness to learn
लाभ
- Competitive compensation with an annual bonus opportunity
- Four weeks of flexible vacation from the first year
- Defined benefit pension plan offering predictable retirement income
- Group insurance plan with telemedicine access
- Reimbursement for eligible health, wellness, and telework-equipment expenses
- Accommodations available throughout the recruitment process