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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 – Rimouski (Hybrid)

Build member relationships and recommend financing, loan and insurance solutions as a Desjardins Personal Finance Advisor. This hybrid position is based in Rimouski, Canada.

CACanadaHibridNormă întreagăJuniorLimbă Obligatorie: englezăLimbă Obligatorie: francezăPlanificare și analiză financiară

Descriere

  • Build lasting, trusted relationships with members and clients.
  • Understand their needs and offer advice suited to their financial circumstances.
  • Help members and clients select solutions aligned with their financial goals.
  • Develop financing solutions for affluent individuals and businesses.
  • Recommend loan and insurance products.
  • Act as a financing expert and resource for members and clients.
  • Use strategies that connect financing across sectors.
  • Approve credit within established guidelines.
  • Balance client satisfaction and business goals with profitability and prudent risk management.
  • Partner with specialists to develop integrated strategies.
  • Recommend suitable strategies and explain their expected outcomes.
  • Manage business relationships and evaluate satisfaction and service quality.
  • Follow up with clients and identify opportunities to improve.
  • Keep current with financial services trends and practices.
  • Take part in community outreach and represent the caisse.

Cerințe

  • Bachelor’s degree in a related field.
  • 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 proficiency is required.
  • Action oriented.
  • Customer focused.
  • Appreciates differences.
  • Drives results.
  • Strong interpersonal skills.
  • Learns nimbly.

Beneficii

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

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