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 - Terrebonne Hybrid

Advise Desjardins members and clients on investments, loans, insurance, and integrated financial strategies. Build trusted relationships while helping clients pursue their financial goals and balancing service quality, profitability, and prudent risk management.

विवरण

  • Build and sustain trusted relationships with members and clients
  • Understand their needs and provide advice aligned with their financial circumstances
  • Guide members and clients toward solutions that support their financial goals
  • Recommend suitable strategies and clarify their expected outcomes
  • Manage business relationships while evaluating satisfaction and service quality
  • Follow up with members and 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 in the local community
  • Recommend investment, lending, and insurance products
  • Collaborate with partners and specialists to develop integrated financial strategies
  • Balance member and client satisfaction with business goals, profitability, and prudent risk management

आवश्यकताएँ

  • Bachelor’s degree in a relevant discipline
  • At least one year of related experience
  • Equivalent combinations of relevant qualifications and experience may also be considered
  • Mutual fund representative certificate issued by the Autorité des marchés financiers
  • French-language proficiency is required

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, including telemedicine
  • Reimbursement for health and wellness expenses and telework equipment

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