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 in Terrebonne on investments, loans, insurance, and integrated financial strategies while building trusted relationships.

विवरण

  • Build and sustain trusted business relationships with members and clients
  • Understand members’ and clients’ needs and tailor advice to their financial situations
  • Guide members and clients toward solutions aligned with their financial goals
  • Recommend suitable investment, lending, and insurance products
  • Act as the caisse’s financing specialist and advisory resource
  • Balance member and client satisfaction with business goals, profitability, and prudent risk management
  • Collaborate with partners and specialists to develop integrated strategies
  • Recommend appropriate strategies and clarify their expected outcomes
  • Manage business relationships while evaluating satisfaction and service quality
  • Conduct follow-ups and identify opportunities to improve service
  • Keep informed about financial-services developments, market trends, and industry best practices
  • Take part in outreach initiatives and represent the caisse within the community

आवश्यकताएँ

  • College diploma in a related field
  • At least two years 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
  • Action-oriented approach
  • Strong customer focus
  • Ability to value differences
  • Drive to achieve results
  • Interpersonal savvy
  • Adaptability and willingness to learn

लाभ

  • Competitive salary with an annual bonus
  • Four weeks of flexible vacation starting in the first year
  • Defined benefit pension plan offering predictable, stable retirement income
  • Group insurance with telemedicine coverage
  • Reimbursement for health and wellness expenses and telework equipment

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