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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 – Terrebonne Hybrid

Advise Desjardins members in Terrebonne on investments, loans, insurance, and integrated financial strategies while building trusted relationships.

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

Descriere

  • Build and sustain trusted business relationships with members and clients
  • Understand members’ and clients’ needs and tailor advice to their financial situations
  • Guide members and clients toward solutions aligned with their financial goals
  • Recommend suitable investment, lending, and insurance products
  • Act as the caisse’s financing specialist and advisory resource
  • Balance member and client satisfaction with business goals, profitability, and prudent risk management
  • Collaborate with partners and specialists to develop integrated strategies
  • Recommend appropriate strategies and clarify their expected outcomes
  • Manage business relationships while evaluating satisfaction and service quality
  • Conduct follow-ups and identify opportunities to improve service
  • Keep informed about financial-services developments, market trends, and industry best practices
  • Take part in outreach initiatives and represent the caisse within the community

Cerințe

  • College diploma in a related field
  • At least two years 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
  • Action-oriented approach
  • Strong customer focus
  • Ability to value differences
  • Drive to achieve results
  • Interpersonal savvy
  • Adaptability and willingness to learn

Beneficii

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

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