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Desjardins
Desjardins
ApdrošināšanaBanku darbībaFinanses
Desjardins ir Kanādas finanšu kooperatīvs, kas privātpersonām, uzņēmumiem un iestādēm piedāvā plašu banku un finanšu pakalpojumu klāstu. Tā darbība ietver privātpersonu un komercbanku pakalpojumus, apdrošināšanu, aktīvu pārvaldīšanu, ieguldījumus, brokeru pakalpojumus un digitālās finanšu platformas, un organizācija darbojas Kanādā un Amerikas Savienotajās Valstīs. Organizācijas lielais un daudznozaru darbinieku kolektīvs atbalsta biedrus un klientus dažādās finanšu sektora jomās.
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Vakances uzņēmumā

Wealth Management Advisor

Advise Desjardins members and business owners on financial planning, including investments, loans, and insurance. Build trusted client relationships and help clients work toward their financial goals.

CAKanādaHibrīdiPilna slodzeJaunākais speciālistsNepieciešamā Valoda: angļuNepieciešamā Valoda: frančuPadomnieksVispārīgi

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 aligned with their financial goals.
  • Work with individual members and business owners.
  • Develop 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.
  • Advise members and clients on strategies and clarify the results they can expect.
  • Manage client relationships, evaluate satisfaction and service quality, follow up, and identify areas for improvement.
  • Keep current with financial services, market trends, and industry 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.
  • Other combinations of qualifications and relevant experience may be considered.
  • Mutual fund representative certificate issued by the Autorité des marchés financiers.
  • Knowledge of French is required.
  • Knowledge of current financial, economic, political, and legislative developments.
  • Specialized knowledge of tax, financial, and succession matters for individuals and businesses.
  • Knowledge of products and services for caisse members, those offered by Desjardins Business Centres, Desjardins entities and distribution networks, and competitors’ offerings.
  • Knowledge of debt management.
  • Knowledge of legislation governing the distribution of financial products and services.
  • Understanding of the philosophy and fundamentals of financial services cooperatives.
  • Knowledge of policies, legislation, and standards related to the caisse’s products and services.
  • Knowledge of Desjardins business processes.
  • Availability to work five days a week, Monday through Friday, including one evening shift.
  • Action-oriented, customer-focused, adaptable, results-driven, skilled in interpersonal relations, and able to learn quickly.

Priekšrocības

  • Competitive salary and annual bonus.
  • Four weeks of flexible vacation starting in the first year.
  • Defined benefit pension plan offering predictable, stable retirement income.
  • Group insurance, including telemedicine.
  • Reimbursement for health and wellness expenses and telework equipment.
  • Benefits are subject to eligibility criteria.

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