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Financial Services Specialist

4 weeks ago

SaintHyacinthe, Quebec, Canada Desjardins Full time

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 listen to their needs and provide personalized advice on financial products and services that meet their goals. You will work closely with a diverse client base, consisting mainly of individual members and businesses, to identify their financial needs and develop tailored solutions. Your expertise will be essential in recommending investments, loans, and insurance products that balance member/client satisfaction, business objectives, profitability, and sound risk management.

Key Responsibilities:

  • Advise members and clients on financial strategies and work with them to identify expected results
  • Manage business relationships, assess member/client satisfaction, and service quality
  • 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

What You Bring to the Table:

  • Bachelor's degree in a related field
  • A minimum of one year of relevant experience
  • Mutual fund representative certificate
  • Knowledge of French and current financial, economic, political, and legislative events
  • Understanding of the philosophy and fundamentals of financial services cooperatives