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Desjardins
Desjardins
Bank ishiMoliyaSug‘urta
Desjardins — Kanada bo‘ylab jismoniy shaxslar, bizneslar va jamoalarga xizmat ko‘rsatuvchi Shimoliy Amerikadagi moliyaviy kooperativdir. Uning xizmatlari shaxsiy va biznes bank xizmatlari, kredit kartalari, ipoteka, kreditlar, jamg‘armalar va investitsiyalar, shuningdek avtomobil va uy-joy sug‘urtasini qamrab oladi. Tashkilot moliyaviy va sug‘urta xizmatlarini a’zolarga qarorlar qabul qilishda ishtirok etish imkonini beradigan kooperativ modeli bilan birlashtirib, mas’uliyatli investitsiyalar, mahalliy iqtisodiyotni qo‘llab-quvvatlash, jamoatchilik hayotidagi ishtirok va yoshlar rivojiga e’tibor qaratadi.
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Client Financial Services Agent

Support Desjardins members and advisors with financial service requests and tailored recommendations. Help develop business by identifying member needs and suggesting relevant solutions.

CAKanadaGibridTo‘liq stavkaO‘rta darajaSeniorTalab Qilinadigan Til: inglizchaTalab Qilinadigan Til: fransuzchaMoliyaviy rejalashtirish va tahlil

Tavsif

  • Partner with advisors to support members and clients with personalized service.
  • Help advisors deliver services and sustain strong business relationships.
  • Address immediate needs with straightforward, timely options for investments, financing, and protection.
  • Maintain service quality and member satisfaction in line with organizational standards and procedures.
  • Support business development activities.
  • Assist members and clients while delivering excellent customer service.
  • Prepare offers for routine transactions.
  • Support the sale of products and services aligned with member needs and current strategies.
  • Adapt your service approach to each member’s or client’s needs.
  • Respond to requests, complete research and tasks, and recommend suitable solutions.
  • Assist colleagues with managing calendars and email.
  • Recommend options that match members’ and clients’ needs and expectations.
  • Guide members and clients in choosing tools and service channels that fit their preferences for independence and automation.
  • Identify business opportunities and contribute to sales development initiatives.

Talablar

  • College-level attestation (Attestation of Collegial Studies).
  • At least three years of relevant experience.
  • Other 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.
  • Communicates effectively.
  • Customer focused.
  • Values differences.
  • Interpersonally savvy.
  • Learns quickly.
  • Adapts to situations.

Imtiyozlar

  • 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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