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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 - Rimouski (Hybrid)

Advise Desjardins members and clients in Rimouski on investments, loans, insurance, and broader financial strategies. Build trusted relationships while representing the caisse in the community.

CACanadaHibridNormă întreagăJuniorLimbă Obligatorie: englezăLimbă Obligatorie: francezăPlanificare și analiză financiară

Descriere

  • Build and sustain trusted, long-term relationships with members and clients
  • Understand individual needs and provide advice aligned with each financial situation
  • Guide members and clients toward solutions that support their financial goals
  • Develop financial strategies and explain their anticipated outcomes
  • Manage client relationships while evaluating 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 within the community
  • Recommend suitable investment, lending, and insurance products
  • Balance client satisfaction, business priorities, profitability, and prudent risk management
  • Collaborate with internal partners and specialists to create integrated strategies

Cerințe

  • Bachelor’s degree in a related discipline
  • At least one year of relevant professional experience
  • Equivalent combinations of relevant qualifications and experience may be accepted
  • Mutual fund representative certificate issued by the Autorité des marchés financiers
  • French proficiency is required
  • Ability to advise clients on investments, loans, and insurance products
  • Familiarity with financial-services practices, market trends, and industry standards
  • Action-oriented approach
  • Strong customer focus
  • Ability to work effectively with differences
  • Results-driven mindset
  • Strong interpersonal judgment
  • Adaptability and willingness to learn

Beneficii

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

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