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Financial Services Specialist

2 months ago

SaintHyacinthe, Quebec, Canada Desjardins Full time

Financial Services Specialist

**Job Summary**

As a Financial Services Specialist at Desjardins, you will play a key role in developing and maintaining lasting relationships with members and clients. Your primary responsibility will be to provide expert advice on financial products and services, ensuring that clients' needs are met and their financial goals are achieved.

**Key Responsibilities**

* Advise clients on investment strategies and work with them to identify expected results
* Manage business relationships, assess client satisfaction, and identify areas for improvement
* Stay up-to-date on the financial services industry, market trends, and best practices
* Participate in outreach activities and represent Desjardins in the community

**What We Offer**

* Competitive salary and annual bonus
* 4 weeks of flexible vacation starting in the first year
* Defined benefit pension plan
* Group insurance, including telemedicine
* Reimbursement of health and wellness expenses and telework equipment

**Requirements**

* Bachelor's degree in a related field
* A minimum of one year of relevant experience
* Mutual fund representative certificate
* Knowledge of French
* Knowledge of current financial, economic, political, and legislative events
* Notions of compliance with legislation respecting the distribution of financial products and services
* Understanding of the philosophy and fundamentals of financial services cooperatives

**Drive Results, Interpersonal Savvy**

If you are a motivated and results-driven individual with excellent interpersonal skills, we encourage you to apply for this exciting opportunity.