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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 – Thetford Mines

Advise Desjardins members in Thetford Mines on investments, financing and insurance, while building trusted financial relationships.

CAKanādaHibrīdiPilna slodzeJaunākais speciālistsVidējais līmenisNepieciešamā Valoda: angļuNepieciešamā Valoda: frančuFinanšu plānošana un analīze

Apraksts

  • Build lasting, trusted relationships with members and clients.
  • Understand their needs and recommend advice suited to their financial circumstances.
  • Help members and clients select solutions that support their financial goals.
  • Recommend investment, loan and insurance products.
  • Act as the caisse’s financing expert and resource.
  • Balance member and client satisfaction with business goals, profitability and prudent risk management.
  • Collaborate with partners and experts to develop integrated strategies.
  • Recommend suitable strategies and explain their expected outcomes.
  • Manage client relationships and evaluate satisfaction and service quality.
  • Follow up and identify opportunities to improve.
  • Keep current with the financial services industry, market trends and best practices.
  • Take part in community outreach and represent the caisse locally.

Prasības

  • Bachelor’s degree in a related field.
  • At least two 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.
  • Customer focused.
  • Values differences.
  • Drives results.
  • Interpersonally savvy.
  • 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