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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

Personal Finance Advisor, Assigned Clients — Rimouski

Advise Desjardins members and clients on financial goals, financing, credit, loans, and insurance. This full-time hybrid role is based in Rimouski.

CAKanādaHibrīdiPilna slodzeJaunākais speciālistsNepieciešamā Valoda: angļuNepieciešamā Valoda: frančuFinanšu plānošana un analīze

Apraksts

  • Build lasting, trusted relationships with members and clients.
  • Understand their needs and provide advice tailored to their financial circumstances.
  • Help members and clients select solutions that support their financial goals.
  • Develop financing solutions for affluent individuals and businesses.
  • Recommend loan and insurance products.
  • Act as a financing specialist and trusted resource.
  • Use cross-sector financing strategies and authorize credit within established guidelines.
  • Balance member and client satisfaction with business goals, profitability, and prudent risk management.
  • Collaborate with partners and specialists to develop integrated strategies.
  • Advise members and clients on suitable strategies and expected outcomes.
  • Manage business relationships, evaluate satisfaction and service quality, follow up, and identify opportunities to improve.
  • Keep up with developments in financial services, market trends, and best practices.
  • Take part in community outreach and represent the caisse.

Prasības

  • A bachelor's degree in a related field.
  • At least one year of relevant experience.
  • Other combinations of qualifications and relevant experience may be considered.
  • Mutual fund representative certificate from the Autorité des marchés financiers.
  • Knowledge of French is required.
  • Action oriented.
  • Customer focused.
  • Values differences.
  • Drives results.
  • Interpersonally savvy.
  • Learns nimbly.

Priekšrocības

  • Competitive salary and annual bonus.
  • Four weeks of flexible vacation from 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.

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