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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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Personal Finance Advisor in Repentigny (Hybrid)

Advise Desjardins caisse members on investments, loans, insurance, and integrated financial strategies. Build trusted relationships while helping clients pursue their financial goals.

CAKanadaGibridTo‘liq stavkaJuniorO‘rta darajaTalab Qilinadigan Til: inglizchaTalab Qilinadigan Til: fransuzchaMoliyaviy rejalashtirish va tahlil

Tavsif

  • Build and strengthen trusted relationships with members and clients
  • Understand each member’s or client’s needs and tailor advice to their financial circumstances
  • 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 an internal resource
  • Balance client satisfaction, business priorities, profitability, and responsible risk management
  • Collaborate with partners and specialists to develop integrated financial strategies
  • Explain recommended strategies and clarify their anticipated outcomes
  • Manage client relationships while monitoring satisfaction and service quality
  • Conduct follow-ups and identify opportunities to improve service
  • Keep current with financial-services developments, market conditions, and industry best practices
  • Take part in community outreach and represent the caisse externally

Talablar

  • College diploma in a relevant discipline
  • At least two years of related professional experience
  • Equivalent combinations of relevant education and experience may be considered
  • Mutual fund representative certification from the Autorité des marchés financiers
  • French-language proficiency is required
  • Takes initiative and moves work forward
  • Prioritizes client needs and service quality
  • Values and supports differences
  • Delivers against objectives
  • Builds effective interpersonal relationships
  • Learns quickly and adapts to new information

Imtiyozlar

  • Competitive compensation with an annual bonus opportunity
  • Four weeks of flexible vacation beginning in the first year
  • Defined-benefit pension plan offering predictable retirement income
  • Group insurance coverage with telemedicine access
  • Reimbursement for health and wellness costs and telework equipment
  • Accommodations are available throughout the recruitment process

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