Financial Services Advisor
6 days ago
About the Role
Desjardins is seeking a highly motivated and experienced Financial Services Advisor to join our team. This is a full-time position with a competitive salary and comprehensive benefits package.
The ideal candidate will have a strong understanding of financial services and be able to develop and maintain lasting relationships with clients. They will be responsible for advising clients on investment strategies, loans, and insurance products, as well as identifying opportunities for growth and improvement.
We are looking for someone who is action-oriented, customer-focused, and has excellent interpersonal skills. If you have a bachelor's degree in a related field and at least one year of relevant experience, we encourage you to apply.
About the Job
This is a 16-month temporary position with a full-time work arrangement. As a Financial Services Advisor, you will be responsible for:
- Developing and maintaining client relationships
- Providing advice on investment strategies, loans, and insurance products
- Identifying opportunities for growth and improvement
- Staying up-to-date on industry trends and best practices
About the Benefits
We offer a competitive salary and a range of benefits, including:
- A defined benefit pension plan with predictable, stable income throughout retirement
- Group insurance, including telemedicine
- Reimbursement of health and wellness expenses and telework equipment
About the Requirements
To be successful in this role, you will need:
- A bachelor's degree in a related field
- At least one year of relevant experience
- Mutual fund representative certificate from the Autorité des marchés financiers
- Knowledge of French and current financial, economic, political, and legislative events
About Desjardins
Caisses et Centres du SLSJ - CSN is a trade union that represents workers in the financial services sector. We are committed to providing excellent service to our members and clients.
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