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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 – Rimouski (Hybrid)

Build member relationships and recommend financing, loan and insurance solutions as a Desjardins Personal Finance Advisor. This hybrid position is based in Rimouski, Canada.

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

Apraksts

  • Build lasting, trusted relationships with members and clients.
  • Understand their needs and offer advice suited to their financial circumstances.
  • Help members and clients select solutions aligned with their financial goals.
  • Develop financing solutions for affluent individuals and businesses.
  • Recommend loan and insurance products.
  • Act as a financing expert and resource for members and clients.
  • Use strategies that connect financing across sectors.
  • Approve credit within established guidelines.
  • Balance client satisfaction and business goals with profitability and prudent risk management.
  • Partner with specialists to develop integrated strategies.
  • Recommend suitable strategies and explain their expected outcomes.
  • Manage business relationships and evaluate satisfaction and service quality.
  • Follow up with clients and identify opportunities to improve.
  • Keep current with financial services trends and practices.
  • Take part in community outreach and represent the caisse.

Prasības

  • Bachelor’s degree in a related field.
  • At least one year of relevant experience.
  • Equivalent 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.
  • Customer focused.
  • Appreciates differences.
  • Drives results.
  • Strong interpersonal skills.
  • Learns nimbly.

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