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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 – Thetford Mines

Advise Desjardins members in Thetford Mines on investments, financing and insurance, while building trusted financial relationships.

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

Tavsif

  • Build lasting, trusted relationships with members and clients.
  • Understand their needs and recommend advice suited to their financial circumstances.
  • Help members and clients select solutions that support their financial goals.
  • Recommend investment, loan and insurance products.
  • Act as the caisse’s financing expert and resource.
  • Balance member and client satisfaction with business goals, profitability and prudent risk management.
  • Collaborate with partners and experts to develop integrated strategies.
  • Recommend suitable strategies and explain their expected outcomes.
  • Manage client relationships and evaluate satisfaction and service quality.
  • Follow up and identify opportunities to improve.
  • Keep current with the financial services industry, market trends and best practices.
  • Take part in community outreach and represent the caisse locally.

Talablar

  • Bachelor’s degree in a related field.
  • At least two years of relevant experience.
  • Other 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.
  • Values differences.
  • Drives results.
  • Interpersonally savvy.
  • 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.

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