Desjardins
Desjardins
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 – Mont-Tremblant (Hybrid)

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

Tavsif

  • Build and strengthen trusted relationships with members and clients
  • Assess financial needs and recommend suitable solutions aligned with individual goals
  • Serve both individual members and business clients
  • Recommend investment, lending, and insurance products
  • Balance client satisfaction, business performance, profitability, and prudent risk management
  • Collaborate with partners and specialists to develop integrated financial strategies
  • Explain recommended strategies and clarify their expected outcomes
  • Manage client relationships and evaluate satisfaction and service quality
  • Follow up with clients and identify opportunities to improve service
  • Keep current with financial services developments, market trends, and industry best practices
  • Take part in community outreach and represent the caisse locally

Talablar

  • Bachelor’s degree in a related discipline
  • At least one year 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-language proficiency is required
  • Demonstrated ability to deliver results and build effective relationships.
  • benefits

Imtiyozlar

  • Competitive salary with an annual bonus
  • Four weeks of flexible vacation from the first year
  • Defined benefit pension plan offering predictable retirement income
  • Group insurance with telemedicine coverage
  • Reimbursement for health and wellness expenses and telework equipment
  • Benefits are subject to eligibility criteria

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