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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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Personal Finance Advisor – Desjardins

Advise Desjardins members on investments, financing and insurance solutions tailored to their financial goals. Build trusted client relationships and develop integrated strategies with internal experts.

CACanadaHibridNormă întreagăJuniorNivel mediuLimbă Obligatorie: englezăLimbă Obligatorie: francezăPlanificare și analiză financiară

Descriere

  • Build lasting, trusted relationships with members and clients.
  • Understand their needs and provide advice suited to their financial circumstances.
  • Guide them toward solutions that support their financial goals.
  • Recommend investment, loan and insurance products.
  • Act as the caisse’s financing specialist and a resource for colleagues.
  • Balance client satisfaction and business goals with profitability and prudent risk management.
  • Collaborate with partners and specialists to develop integrated strategies.
  • Advise clients on financial strategies and clarify their expected outcomes.
  • Manage client relationships and evaluate satisfaction and service quality.
  • Follow up with clients and identify opportunities to improve service.
  • Keep current with financial services, market developments and industry practices.
  • Take part in community outreach and represent the caisse locally.

Cerințe

  • A college diploma in a related field.
  • At least two years of relevant experience.
  • Other combinations of education and relevant experience may be considered.
  • Mutual fund representative certificate from the Autorité des marchés financiers.
  • French proficiency is required.
  • Ability to drive results.
  • Strong interpersonal skills.

Beneficii

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

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