Desjardins
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.

Personal Finance Advisor - Rimouski (Hybrid)

Advise Desjardins members and clients in Rimouski on investments, loans, insurance, and broader financial strategies. Build trusted relationships while representing the caisse in the community.

Сипаттама

  • Build and sustain trusted, long-term relationships with members and clients
  • Understand individual needs and provide advice aligned with each financial situation
  • Guide members and clients toward solutions that support their financial goals
  • Develop financial strategies and explain their anticipated outcomes
  • Manage client relationships while evaluating satisfaction and service quality
  • Follow up with 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 within the community
  • Recommend suitable investment, lending, and insurance products
  • Balance client satisfaction, business priorities, profitability, and prudent risk management
  • Collaborate with internal partners and specialists to create integrated strategies

Талаптар

  • Bachelor’s degree in a related discipline
  • At least one year of relevant professional experience
  • Equivalent combinations of relevant qualifications and experience may be accepted
  • Mutual fund representative certificate issued by the Autorité des marchés financiers
  • French proficiency is required
  • Ability to advise clients on investments, loans, and insurance products
  • Familiarity with financial-services practices, market trends, and industry standards
  • Action-oriented approach
  • Strong customer focus
  • Ability to work effectively with differences
  • Results-driven mindset
  • Strong interpersonal judgment
  • Adaptability and willingness to learn

Артықшылықтар

  • Competitive compensation with an annual bonus opportunity
  • Four weeks of flexible vacation from the first year
  • Defined benefit pension plan offering predictable retirement income
  • Group insurance plan with telemedicine access
  • Reimbursement for eligible health, wellness, and telework-equipment expenses
  • Accommodations available throughout the recruitment process

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