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.
Personal Finance Advisor – Desjardins, Repentigny (Hybrid)
Guide Desjardins members toward their financial goals with tailored banking advice and integrated solutions. Provide expertise across investments, lending, insurance, and broader financial strategies.
Tavsif
- Build and nurture trusted, long-term relationships with members and clients
- Understand individual financial needs and tailor advice to each situation
- Guide members and clients toward solutions aligned with their financial objectives
- Recommend suitable investment, lending, and insurance products
- Act as the caisse’s financing specialist and internal resource
- Balance client satisfaction, business performance, profitability, and responsible risk management
- Collaborate with partners and specialists to develop integrated financial strategies
- Explain recommended strategies and clarify their anticipated outcomes
- Manage business relationships while monitoring satisfaction and service quality
- Follow up on client relationships and identify opportunities to improve service
- Keep informed about financial services, market developments, and industry best practices
- Take part in community outreach and represent the caisse locally
Talablar
- College diploma in a relevant discipline
- At least two years of related professional experience
- Equivalent combinations of qualifications and relevant experience may also be considered
- Mutual fund representative certificate issued by the Autorité des marchés financiers
- French-language proficiency is required
- Demonstrated initiative and action orientation
- Strong customer focus
- Ability to value and work effectively with differences
- Proven drive to deliver results
- Strong interpersonal judgment and relationship skills
- Ability to learn quickly and adapt
Imtiyozlar
- Competitive compensation with an annual bonus opportunity
- Four weeks of flexible vacation beginning in the first year
- Defined benefit pension plan offering stable, predictable retirement income
- Group insurance coverage with telemedicine access
- Reimbursement for health and wellness costs and telework equipment