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Financial Services Advisor

2 months ago

Montreal, Quebec, Canada Desjardins Full time
{"title": "Financial Services Advisor", "content": "Job Summary

As a Financial Services Advisor 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, helping them achieve their financial goals. You will work closely with a diverse client base, consisting mainly of individual members and businesses, to understand their needs and provide tailored solutions.

Key Responsibilities
  • Advise members and clients on financial products and services, including investments, loans, and insurance.
  • Manage business relationships, assess member/client satisfaction, and identify areas for improvement.
  • Stay up-to-date on the financial services industry, market trends, and best practices in your field.
  • 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 providing predictable, stable income throughout retirement.
  • 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 from the Autorité des marchés financiers.
  • Knowledge of French is required.
  • Knowledge of current financial, economic, political, and legislative events.
Why Work at Desjardins?

At Desjardins, we offer a dynamic and supportive work environment that values collaboration and innovation. As a Financial Services Advisor, you will have the opportunity to work with a diverse team of professionals and make a meaningful impact on the lives of our members and clients.

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