Personal Advisor

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🔥 4 minutes ago

🗣️🇫🇷 French Required

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Logo of Desjardins

Desjardins

10,000+ employees

Founded 1900

🏦 Banking

đź’¸ 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.

đź“‹ Description

• Establish an advisory relationship by identifying current and potential needs and supporting client retention • Advise members and clients on specialized products, services and solutions and ensure member/client satisfaction • Analyze and meet special client needs, handle requests and follow up as needed • Collect, compile and analyze data • Prepare reports and recommendations • Stay on top of the latest standards, products and services in your field

🎯 Requirements

• College diploma in a related field • A minimum of two years of relevant experience • Knowledge of French is required

🏖️ 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

Apply Now

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