Desjardins
Desjardins
Desjardins is a North American financial cooperative serving individuals, businesses, and communities across Canada. Its offerings span personal and business banking, credit cards, mortgages, loans, savings and investments, and auto and home insurance. The organization combines financial and insurance services with a cooperative model that gives members a role in decision-making, while emphasizing responsible investment, local economic support, community involvement, and youth development.

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.

Description

  • 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

Requirements

  • 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

Benefits

  • 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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