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.
Wealth Management Advisor – Louiseville, Hybrid
Advise Desjardins members and business owners on investments, financing, insurance, and broader financial strategies. Build strong client relationships while supporting financial goals, business performance, and responsible risk management.
Сипаттама
- Build lasting, trusted relationships with members and clients.
- Understand their needs and tailor advice to their financial circumstances.
- Help members and clients select solutions that support their financial goals.
- Work with individuals and business owners.
- Develop financial strategies and recommend investments, loans, and insurance products.
- Balance client satisfaction and business goals with profitability and prudent risk management.
- Collaborate with partners and specialists to develop integrated strategies.
- Recommend suitable strategies and explain their expected outcomes.
- Manage client relationships and evaluate satisfaction and service quality.
- Follow up with clients and identify opportunities to improve service.
- Keep up with developments in financial services, market trends, and industry practices.
- Take part in community outreach and represent the caisse.
Талаптар
- Hold a bachelor’s degree in a related field.
- Have at least one year of relevant experience.
- Equivalent combinations of qualifications and relevant experience may be considered.
- Hold a mutual fund representative certificate issued by the Autorité des marchés financiers.
- Knowledge of French is required.
- Stay informed about current financial, economic, political, and legislative developments.
- Have specialized knowledge of tax, financial, and succession matters for individuals and businesses.
- Know products and services for caisse members, those offered by Desjardins Business Centres, Desjardins entities and distribution networks, and competitor offerings.
- Understand debt management.
- Know the laws governing the distribution of financial products and services.
- Understand the philosophy and fundamentals of financial services cooperatives.
- Know the policies, laws, and standards governing the caisse’s products and services.
- Know Desjardins business processes.
- Demonstrate action orientation, customer focus, respect for differences, drive for results, interpersonal savvy, and nimble learning.
Артықшылықтар
- Competitive salary and annual bonus.
- Four weeks of flexible vacation starting in the first year.
- Defined benefit pension plan providing predictable, stable retirement income.
- Group insurance, including telemedicine.
- Reimbursement for health and wellness expenses and telework equipment.