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Desjardins
Desjardins
ApdrošināšanaBanku darbībaFinanses
Desjardins ir Ziemeļamerikas finanšu kooperatīvs, kas apkalpo privātpersonas, uzņēmumus un kopienas visā Kanādā. Tā pakalpojumi ietver privātpersonu un uzņēmumu banku pakalpojumus, kredītkartes, hipotekāros kredītus, aizdevumus, uzkrājumu un ieguldījumu risinājumus, kā arī automašīnu un mājokļa apdrošināšanu. Organizācija apvieno finanšu un apdrošināšanas pakalpojumus ar kooperatīva modeli, kas ļauj biedriem piedalīties lēmumu pieņemšanā, vienlaikus uzsverot atbildīgus ieguldījumus, vietējās ekonomikas atbalstu, iesaisti kopienā un jauniešu attīstību.
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Vakances uzņēmumā

Client Financial Services Agent

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

CAKanādaHibrīdiPilna slodzeVidējais līmenisVecākais speciālistsNepieciešamā Valoda: angļuNepieciešamā Valoda: frančuFinanšu plānošana un analīze

Apraksts

  • Partner with advisors to support members and clients with personalized service.
  • Help advisors deliver services and sustain strong business relationships.
  • Address immediate needs with straightforward, timely options for investments, financing, and protection.
  • Maintain service quality and member satisfaction in line with organizational standards and procedures.
  • Support business development activities.
  • Assist members and clients while delivering excellent customer service.
  • Prepare offers for routine transactions.
  • Support the sale of products and services aligned with member needs and current strategies.
  • Adapt your service approach to each member’s or client’s needs.
  • Respond to requests, complete research and tasks, and recommend suitable solutions.
  • Assist colleagues with managing calendars and email.
  • Recommend options that match members’ and clients’ needs and expectations.
  • Guide members and clients in choosing tools and service channels that fit their preferences for independence and automation.
  • Identify business opportunities and contribute to sales development initiatives.

Prasības

  • College-level attestation (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.
  • French proficiency is required.
  • Action oriented.
  • Communicates effectively.
  • Customer focused.
  • Values differences.
  • Interpersonally savvy.
  • Learns quickly.
  • Adapts to situations.

Priekšrocības

  • 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.

Saistītās vakances

Desjardins

Desjardins Personal Finance Advisor — Thetford Mines (Hybrid)

Desjardins
ApdrošināšanaBanku darbībaFinanses
CAKanādaHibrīdiPilna slodzeJaunākais speciālistsVidējais līmenisNepieciešamā Valoda: angļuNepieciešamā Valoda: frančuFinanšu plānošana un analīze

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.

Atvērt