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Desjardins
Desjardins
AsigurăriFinanțeServicii bancare
Desjardins este o cooperativă financiară nord-americană care deservește persoane fizice, companii și comunități din întreaga Canadei. Oferta sa include servicii bancare pentru persoane fizice și companii, carduri de credit, credite ipotecare, împrumuturi, economii și investiții, precum și asigurări auto și pentru locuință. Organizația combină serviciile financiare și de asigurare cu un model cooperatist care le oferă membrilor un rol în luarea deciziilor, punând accent pe investiții responsabile, sprijinirea economiei locale, implicarea în comunitate și dezvoltarea tinerilor.
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Locurile de muncă ale companiei

Full-Time Personal Finance Advisor – Terrebonne (Hybrid)

Guide Desjardins members and clients toward their financial goals through tailored advice and integrated solutions. Recommend investments, loans, and insurance while building trusted relationships and balancing client needs with business objectives.

CACanadaHibridNormă întreagăJuniorLimbă Obligatorie: englezăLimbă Obligatorie: francezăPlanificare și analiză financiară

Descriere

  • Build and sustain trusted relationships with members and clients
  • Understand each client’s financial situation and provide relevant advice
  • Help members and clients select solutions aligned with their financial goals
  • Recommend effective strategies and clarify their expected outcomes
  • Manage relationships while monitoring satisfaction and service quality
  • Follow up with clients and identify opportunities to improve service
  • Keep current with financial services developments, market trends, and industry best practices
  • Take part in outreach initiatives and represent the caisse in the community
  • Recommend investment, lending, and insurance products
  • Collaborate with partners and specialists to develop integrated strategies
  • Balance client satisfaction, business priorities, profitability, and prudent risk management

Cerințe

  • Bachelor’s degree in a related discipline
  • At least one year of relevant experience
  • Equivalent combinations of education and relevant experience may be considered
  • Mutual fund representative certificate issued by the Autorité des marchés financiers
  • French-language proficiency is required
  • Demonstrated initiative and action orientation
  • Strong customer focus
  • Ability to deliver results
  • Effective interpersonal skills
  • Adaptability and willingness to learn

Beneficii

  • Competitive compensation with an annual bonus
  • Four weeks of flexible vacation from the first year
  • Defined benefit pension plan offering predictable retirement income
  • Group insurance plan with telemedicine coverage
  • Reimbursement for health and wellness expenses and telework equipment
  • Accommodation is available throughout the recruitment process

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