Desjardins
Desjardins
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.

Personal Finance Advisor – Desjardins, Repentigny (Hybrid)

Guide Desjardins members toward their financial goals with tailored banking advice and integrated solutions. Provide expertise across investments, lending, insurance, and broader financial strategies.

Descriere

  • Build and nurture trusted, long-term relationships with members and clients
  • Understand individual financial needs and tailor advice to each situation
  • Guide members and clients toward solutions aligned with their financial objectives
  • Recommend suitable investment, lending, and insurance products
  • Act as the caisse’s financing specialist and internal resource
  • Balance client satisfaction, business performance, profitability, and responsible risk management
  • Collaborate with partners and specialists to develop integrated financial strategies
  • Explain recommended strategies and clarify their anticipated outcomes
  • Manage business relationships while monitoring satisfaction and service quality
  • Follow up on client relationships and identify opportunities to improve service
  • Keep informed about financial services, market developments, and industry best practices
  • Take part in community outreach and represent the caisse locally

Cerințe

  • College diploma in a relevant discipline
  • At least two years of related professional experience
  • Equivalent combinations of qualifications and relevant experience may also 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 value and work effectively with differences
  • Proven drive to deliver results
  • Strong interpersonal judgment and relationship skills
  • Ability to learn quickly and adapt

Beneficii

  • Competitive compensation with an annual bonus opportunity
  • Four weeks of flexible vacation beginning in the first year
  • Defined benefit pension plan offering stable, predictable retirement income
  • Group insurance coverage with telemedicine access
  • Reimbursement for health and wellness costs and telework equipment

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