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 - Rimouski (Hybrid)

Advise Desjardins members and clients in Rimouski on financial solutions tailored to their needs. Manage relationships and recommend suitable investment, lending, and insurance products.

Tavsif

  • Build and sustain trusted relationships with members and clients
  • Understand financial needs and recommend solutions suited to each person’s situation
  • Explain appropriate strategies and the outcomes clients can expect
  • Oversee business relationships while monitoring satisfaction and service quality
  • Follow up with members and clients 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 locally
  • Recommend investment, loan, and insurance products
  • Collaborate with partners and specialists to develop integrated financial strategies
  • Balance client satisfaction, business priorities, profitability, and prudent risk management

Talablar

  • Bachelor’s degree in a related discipline
  • At least one year of relevant experience
  • Equivalent combinations of relevant qualifications and experience may be considered
  • Mutual fund representative certificate issued by the Autorité des marchés financiers
  • French-language proficiency is required
  • Takes initiative and acts decisively
  • Prioritizes customer needs
  • Values and supports differences
  • Focuses on achieving results
  • Builds effective interpersonal relationships
  • Learns quickly and adapts to new information

Imtiyozlar

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

O‘xshash ish o‘rinlari