Personal Finance Advisor

🕒 3 days ago

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Desjardins

WebsiteLinkedInAll Job Openings

10,000+ employees

Founded 1900

🏦 Banking

💸 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

• Responsible for developing and maintaining lasting and trusting business relationships with members and clients • Listen to members’ and clients’ needs, offer advice that fits their financial situation • Help them choose appropriate solutions to meet their financial goals • Work closely with a client base consisting of young people and individual members • Recommend investments, loans and insurance products • Serve as a financing expert advisor and resource person for the caisse • Design integrated strategies that meet the needs of members and clients

🎯 Requirements

• College diploma in a related field • A minimum of two years of relevant experience • Knowledge of French is required • Action oriented • Customer Focus • Differences • Drive results • Interpersonal Savvy • Nimble learning

🏖️ 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