Desjardins

Desjardins — Канада бойынша жеке тұлғаларға, бизнеске және қауымдастықтарға қызмет көрсететін Солтүстік Американың қаржылық кооперативі. Оның қызметтері жеке және бизнеске арналған банкингті, кредит карталарын, ипотеканы, қарыздарды, жинақтар мен инвестицияларды, сондай-ақ автокөлік және тұрғын үй сақтандыруын қамтиды. Ұйым қаржылық және сақтандыру қызметтерін мүшелерге шешім қабылдауға қатысуға мүмкіндік беретін кооперативтік үлгімен ұштастырып, жауапты инвестициялауға, жергілікті экономиканы қолдауға, қоғам өміріне араласуға және жастардың дамуына басымдық береді.

Компаниядағы жұмыс орындары

Client Financial Services Agent (Hybrid) — Saint-Bruno-de-Montarville

Support Desjardins members and advisors by responding to requests and recommending financial solutions. Contribute to sales across investment, financing, and protection services.

2 апта бұрын

Канада Аралас Толық жұмыс күні Орта деңгей Аға маман Қажетті Тіл: ағылшын тілі Қажетті Тіл: француз тілі Қаржылық жоспарлау және талдау

Сипаттама

Provide personalized support to members and clients while working closely with advisors.
Support advisors in delivering services and maintaining business relationships.
Address members’ and clients’ immediate needs with timely solutions for investment, financing, and protection, in line with the action plan.
Maintain member and client satisfaction and service quality by following organizational standards and procedures.
Provide substantial support for business development.
Assist members and clients with attentive, high-quality service.
Prepare offers for routine transactions.
Support the sale of products and services according to member and client needs and current strategies and practices.
Adapt the service approach to each member’s or client’s needs.
Respond to client requests, complete related tasks and research, and recommend suitable solutions.
Help colleagues organize their schedules and manage email.
Recommend options that meet members’ and clients’ needs and expectations.
Guide members and clients in selecting and using tools and service channels that suit their preferred level of independence and automation.
Identify business opportunities and take part in sales development initiatives.

Талаптар

Attestation of Collegial Studies.
At least three years of relevant experience.
Other combinations of qualifications and relevant experience may be considered.
Mutual fund representative certificate issued by the Autorité des marchés financiers.
Knowledge of French is required.
Ability to understand financial documents used in asset management.
Knowledge of products and services for caisse members, those offered by Desjardins business centres, components, and distribution networks, and competitors’ offerings.
Knowledge of how to enter financial data into systems.
Knowledge of compliance with An Act respecting the distribution of financial products and services.
Understanding of the principles and philosophy of financial services cooperatives.
Knowledge of procedures for investment and financing activities.
Knowledge of procedures for convenience products and services, including automated and assisted transactions.
Knowledge of procedures for opening accounts, selling additional products and services, and Accord D financing.
Availability to work one evening per week.
Action oriented.
Effective communication skills.
Customer focus.
Ability to work across differences.
Interpersonal savvy.
Nimble learning.
Situational adaptability.

Артықшылықтар

Competitive salary and annual bonus.
Four weeks of flexible vacation beginning in the first year.
Defined benefit pension plan offering predictable, stable retirement income.
Group insurance, including telemedicine.
Reimbursement for health and wellness expenses and telework equipment.
Accommodations are available upon request at any stage of the recruitment process.

Ұқсас жұмыс орындары

Банк ісі Қаржы Сақтандыру

Support Desjardins members and advisors with financial service requests and tailored recommendations. Help develop business by identifying member needs and suggesting relevant solutions.

Ашу

11 – 50 Қызметкерлер

Канада Аралас Толық жұмыс күні Орта деңгей Аға маман Қажетті Тіл: ағылшын тілі Қаржылық жоспарлау және талдау

Lead accounting operations, financial reporting, payroll, tax remittances, and internal controls for a Markham-based organization. Coordinate month-end and year-end close activities and work with external accountants.

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Банк ісі Қаржы Сақтандыру

Support Desjardins members and advisors with service requests, everyday transactions, and tailored financial solutions. Contribute to business development while helping deliver a high-quality client experience.

Ашу

Банк ісі Қаржы Сақтандыру

Канада Аралас Толық жұмыс күні Кіші маман Орта деңгей Қажетті Тіл: ағылшын тілі Қажетті Тіл: француз тілі Қаржылық жоспарлау және талдау

Help Desjardins members work toward their financial goals with tailored advice and product recommendations. Build client relationships while advising on investments, loans, insurance and prudent financial strategies.

Ашу

Банк ісі Қаржы Сақтандыру

Advise Desjardins members on investments, financing and insurance solutions tailored to their financial goals. Build trusted client relationships and develop integrated strategies with internal experts.

Ашу

Client Financial Services Agent (Hybrid) — Saint-Bruno-de-Montarville

Support Desjardins members and advisors by responding to requests and recommending financial solutions. Contribute to sales across investment, financing, and protection services.

Сипаттама

Талаптар

Артықшылықтар

Ұқсас жұмыс орындары

Client Financial Services Agent

Finance Manager

Financial Services Agent, Client Service

Desjardins Personal Finance Advisor — Thetford Mines (Hybrid)

Personal Finance Advisor – Desjardins