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Desjardins
Desjardins
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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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Personal Finance Advisor

Advise Desjardins members and clients in Montréal on investments, lending, insurance, and financial strategies. Build trusted relationships through a hybrid role that also includes community outreach.

CAKanadaGibridTo‘liq stavkaJuniorTalab Qilinadigan Til: inglizchaTalab Qilinadigan Til: fransuzchaMoliyaviy rejalashtirish va tahlil

Tavsif

  • Build lasting, trusted relationships with members and clients.
  • Understand their needs and offer advice tailored to their financial circumstances.
  • Help members and clients select solutions that support their financial goals.
  • Recommend investment, loan, and insurance products.
  • Balance client satisfaction and business goals with profitability and prudent risk management.
  • Partner with specialists to develop integrated financial strategies.
  • Explain recommended strategies and their expected outcomes to members and clients.
  • Manage business relationships and evaluate satisfaction and service quality.
  • Follow up with members and clients and identify opportunities to improve.
  • Keep current with financial services developments, market trends, and best practices.
  • Take part in outreach and represent the caisse in the community.

Talablar

  • Bachelor's degree in a related field
  • At least one year of relevant experience
  • Other combinations of qualifications and relevant experience may be considered
  • Mutual fund representative certificate from the Autorité des marchés financiers
  • Knowledge of French is required
  • Available to work one evening per week
  • Action oriented
  • Customer Focus
  • Differences
  • Drive results
  • Interpersonal Savvy
  • Nimble learning

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
  • Accommodations at any stage of the recruitment process

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