Advisor

🔥 5 minutes ago

🇨🇦 Canada – Remote

⏰ Full Time

🟢 Junior

👻 Ghost score 10%

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🗣️🇫🇷 French Required

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Logo of Desjardins

Desjardins

10,000+ employees

Founded 1900

🏦 Banking

🛡️ Insurance

💸 Finance

Banking • Insurance • Finance

Desjardins is a leading financial cooperative in North America, offering a wide range of financial and insurance services across Canada. Its services include personal and business banking accounts, credit cards, mortgages, loans, savings and investments, as well as auto and home insurance, among others. Desjardins is known for its focus on responsible investment and supporting local economies. It provides members with the opportunity to participate in decision-making processes and emphasizes commitment to the community and youth development.

📋 Description

• Establish an advisory relationship by identifying current and potential needs and supporting client retention • Advise members and clients on specialized products and services and ensure member/client satisfaction • Review client needs and compile and analyze data • Handle requests and follow up as needed • Assist members and clients, listen to their needs and propose personalized solutions • Help identify the unit’s operational risks and opportunities for improvement • Stay on top of the latest standards, products and services in the field

🎯 Requirements

• College diploma in a related field • A minimum of one year of relevant experience • Other combinations of qualifications and relevant experience may be considered • Knowledge of French is required • Action oriented • Communicates effectively • Complexity • Customer Focus • Differences • Drive results • Interpersonal Savvy • Nimble learning • Tech savvy

🏖️ Benefits

• Competitive salary and annual bonus • 4 weeks of flexible vacation starting in the first year • Defined benefit pension plan that provides predictable, stable income throughout retirement • Group insurance including telemedicine • Reimbursement of health and wellness expenses and telework equipment

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