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Desjardins
Desjardins
BančništvoFinanceZavarovanje
Desjardins je severnoameriška finančna zadruga, ki zagotavlja storitve posameznikom, podjetjem in skupnostim po vsej Kanadi. Njena ponudba vključuje osebno in poslovno bančništvo, kreditne kartice, hipoteke, posojila, varčevanje in naložbe ter avtomobilsko in stanovanjsko zavarovanje. Organizacija združuje finančne in zavarovalniške storitve z zadružnim modelom, ki članom omogoča sodelovanje pri odločanju, obenem pa poudarja odgovorno vlaganje, podporo lokalnemu gospodarstvu, vključenost v skupnost in razvoj mladih.
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Delovna mesta v podjetju

Desjardins Personal Finance Advisor — Thetford Mines (Hybrid)

Help Desjardins members work toward their financial goals with tailored advice and product recommendations. Build client relationships while advising on investments, loans, insurance and prudent financial strategies.

CAKanadaHibridnoPolni delovni časJuniorSrednja ravenZahtevani Jezik: angleščinaZahtevani Jezik: francoščinaFinančno načrtovanje in analiza

Opis

  • Build lasting, trusted relationships with members and clients.
  • Understand their needs and tailor advice to their financial circumstances.
  • Help members and clients select solutions that support their financial goals.
  • Recommend investment, loan and insurance products.
  • Act as the caisse’s financing specialist and a resource for colleagues.
  • Balance client satisfaction and business goals with profitability and prudent risk management.
  • Collaborate with partners and specialists to develop integrated strategies.
  • Recommend suitable strategies and explain their expected outcomes.
  • Manage client relationships and evaluate satisfaction and service quality.
  • Follow up with clients and identify opportunities to improve.
  • Keep current with financial services, market trends and industry practices.
  • Take part in community outreach and represent the caisse locally.

Zahteve

  • Bachelor’s degree 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 proficiency is required.
  • Action oriented.
  • Customer focused.
  • Values differences.
  • Drives results.
  • Interpersonally savvy.
  • Learns quickly.

Ugodnosti

  • 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.

Sorodna delovna mesta