LogoFresh Jobs Ahead
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.
LinkedIn
Kompaniyadagi ish o‘rinlari

Personal Finance Advisor – Rimouski (Hybrid)

Build member relationships and recommend financing, loan and insurance solutions as a Desjardins Personal Finance Advisor. This hybrid position is based in Rimouski, Canada.

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 suited to their financial circumstances.
  • Help members and clients select solutions aligned with their financial goals.
  • Develop financing solutions for affluent individuals and businesses.
  • Recommend loan and insurance products.
  • Act as a financing expert and resource for members and clients.
  • Use strategies that connect financing across sectors.
  • Approve credit within established guidelines.
  • Balance client satisfaction and business goals with profitability and prudent risk management.
  • Partner with specialists to develop integrated strategies.
  • Recommend suitable strategies and explain their expected outcomes.
  • Manage business relationships and evaluate satisfaction and service quality.
  • Follow up with clients and identify opportunities to improve.
  • Keep current with financial services trends and practices.
  • Take part in community outreach and represent the caisse.

Talablar

  • Bachelor’s degree in a related field.
  • 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 proficiency is required.
  • Action oriented.
  • Customer focused.
  • Appreciates differences.
  • Drives results.
  • Strong interpersonal skills.
  • Learns nimbly.

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.

O‘xshash ish o‘rinlari