Financial Services Advisor

1 month ago


Casselman, Ontario, Canada Desjardins Full time
Job Summary

We are seeking a highly skilled and experienced Financial Services Advisor to join our team at Desjardins. As a Financial Services Advisor, you will be responsible for providing exceptional client service and support to our members and clients. You will work closely with our team to identify business opportunities and provide personalized solutions to meet the financial needs of our clients.

Key Responsibilities
  • Provide exceptional client service and support to our members and clients
  • Identify business opportunities and provide personalized solutions to meet the financial needs of our clients
  • Work closely with our team to develop and implement business strategies
  • Stay up-to-date on the latest financial products and services offered by Desjardins
  • Uphold compliance, security, and risk management standards
What We Offer
  • 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
Requirements
  • High school diploma in a related field
  • A minimum of two years of relevant experience
  • Strong communication skills in both French and English, both oral and written
  • Knowledge of all counter and convenience products and services
  • Knowledge of all Desjardins products and services aimed at caisse members and those offered by business centres, components, distribution networks/channels and as well as those of competitors
  • Knowledge of integrating data into systems
  • Knowledge of security measures, legal framework, and internal controls
  • Understanding of the philosophy and fundamentals of financial services cooperatives
  • Knowledge of operating procedures related to convenience products and services and automated and assisted transactions
  • Knowledge of service standards


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