Financial Services Representative

2 months ago


RouynNoranda, Canada Desjardins Full time

As a Financial Services Representative at Desjardins, you will play a key role in helping our members achieve their financial goals. Your attention to detail and ability to understand the needs of our clients will be essential in providing exceptional customer service and offering tailored financial solutions.

Main Responsibilities:

Wealth Management Advisor: Develop strategies to meet the financial needs of our members, offering investment, financing, and insurance products that align with their goals.

Client Experience Specialist: Support our members by educating them on existing applications and technological tools that enable them to manage their finances independently.

Financial Advisor: Collaborate with personal finance advisors to enhance the service offered to our members, focusing on administrative, sales, and service aspects.

Personal Finance Consultant: Attend to the investment and financing needs of our members, ensuring a high level of quality service.

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

What You Bring to the Table:

Regardless of your experience or education, if you're passionate about working in the financial services industry, we encourage you to apply. Our recruiters will contact you to find the job best suited to your career goals.

The Desjardins Cooperative Institute (DCI) offers a unique opportunity to receive training for a career aligned with your skills, goals, and education.

Action-oriented, Collaborates, Communicates effectively, Customer Focus, Innovation, Interpersonal Savvy

Curious to see your future colleagues in action?

#MVT4



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