Personal Finance Advisor, Assigned Clients — Rimouski
DesjardinsAdvise Desjardins members and clients on financial goals, financing, credit, loans, and insurance. This full-time hybrid role is based in Rimouski.
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)
Build member relationships and recommend financing, loan and insurance solutions as a Desjardins Personal Finance Advisor. This hybrid position is based in Rimouski, Canada.
विवरण
- Build lasting, trusted relationships with members and clients.
- Understand their needs and offer advice suited to their financial circumstances.
- Help members and clients select solutions aligned with their financial goals.
- Develop financing solutions for affluent individuals and businesses.
- Recommend loan and insurance products.
- Act as a financing expert and resource for members and clients.
- Use strategies that connect financing across sectors.
- Approve credit within established guidelines.
- Balance client satisfaction and business goals with profitability and prudent risk management.
- Partner with specialists to develop integrated strategies.
- Recommend suitable strategies and explain their expected outcomes.
- Manage business relationships and evaluate satisfaction and service quality.
- Follow up with clients and identify opportunities to improve.
- Keep current with financial services trends and practices.
- Take part in community outreach and represent the caisse.
आवश्यकताएँ
- Bachelor’s degree in a related field.
- 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 proficiency is required.
- Action oriented.
- Customer focused.
- Appreciates differences.
- Drives results.
- Strong interpersonal skills.
- Learns nimbly.
लाभ
- Competitive salary and annual bonus.
- Four weeks of flexible vacation starting in the first year.
- Defined benefit pension plan providing predictable, stable retirement income.
- Group insurance, including telemedicine.
- Reimbursement for health and wellness expenses and telework equipment.
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