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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

Personal Finance Advisor – Mont-Tremblant (Hybrid)

Advise Desjardins members and businesses on investments, loans, insurance, and broader financial strategies. Build trusted relationships while helping clients pursue their financial goals.

CACanadaHibridNormă întreagăJuniorLimbă Obligatorie: englezăLimbă Obligatorie: francezăPlanificare și analiză financiară

Descriere

  • Build and strengthen trusted relationships with members and clients
  • Assess financial needs and recommend suitable solutions aligned with individual goals
  • Serve both individual members and business clients
  • Recommend investment, lending, and insurance products
  • Balance client satisfaction, business performance, profitability, and prudent risk management
  • Collaborate with partners and specialists to develop integrated financial strategies
  • Explain recommended 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 developments, market trends, and industry best practices
  • Take part in community outreach and represent the caisse locally

Cerințe

  • Bachelor’s degree in a related discipline
  • At least one year of relevant experience
  • Equivalent combinations of qualifications and relevant experience may be considered
  • Mutual fund representative certificate issued by the Autorité des marchés financiers
  • French-language proficiency is required
  • Demonstrated ability to deliver results and build effective relationships.
  • benefits

Beneficii

  • Competitive salary with an annual bonus
  • Four weeks of flexible vacation from the first year
  • Defined benefit pension plan offering predictable retirement income
  • Group insurance with telemedicine coverage
  • Reimbursement for health and wellness expenses and telework equipment
  • Benefits are subject to eligibility criteria

Locuri de muncă similare

Eli Lilly and Company

Senior Global Regulatory Lead, Neuroscience – Eli Lilly, Indianapolis

Eli Lilly and Company
Asistență medicalăBiotehnologieProduse farmaceutice
USStatele Unite ale Americii
175.500 $ – 257.400 $ / an
La sediuNormă întreagăSeniorLimbă Obligatorie: englezăConformitate

Lead global regulatory strategy for Lilly’s neuroscience medicines throughout development and across their full lifecycle. Oversee FDA submissions and agency engagement while guiding cross-functional regulatory teams.

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