Financial Services Advisor
1 month ago
We are seeking a highly skilled and experienced Financial Services Advisor to join our team at Desjardins. As a key member of our team, you will be responsible for promoting cooperative values and providing personalized solutions to our members and clients.
Key Responsibilities:- Support members and clients by informing them about existing applications and technological tools that can help them with transactions and operations.
- Contribute to business development and maintain business relationships through service delivery and activities.
- Assist members and clients who have encountered fraud or irregularities, and ensure they are referred to the appropriate partners.
- Stay up-to-date on the latest standards, products, and services in your field.
- Uphold compliance, security, and risk management standards.
- Competitive salary and annual bonus
- 4 weeks of flexible vacation starting in the first year
- Defined benefit pension plan that provides predictable, stable income throughout retirement
- Group insurance including telemedicine
- Reimbursement of health and wellness expenses and telework equipment
- High school diploma in a related field
- A minimum of two years of relevant experience
- Knowledge of French is required
- Knowledge of all counter and convenience products and services
- Knowledge of all Desjardins products and services aimed at caisse members and those offered by business centres, components, distribution networks/channels, and competitors
- Knowledge of integrating data into systems
- Knowledge of security measures, legal framework, and internal controls
- Understanding of the philosophy and fundamentals of financial services cooperatives
- Knowledge of operating procedures related to convenience products and services and automated and assisted transactions
- Knowledge of service standards
- Effective communication and situational adaptability
- Technical savvy
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Saint-Hyacinthe, Quebec, Canada Desjardins Full time{"title": "Financial Security Advisor", "content": "Job SummaryAs a Financial Security Advisor at Desjardins, you will play a key role in helping individuals and businesses achieve their financial goals. You will be responsible for selling and providing advice on life, health, disability, and critical illness insurance products, as well as assessing customer...
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Saint-Hyacinthe, Quebec, Canada Desjardins Full time{"title": "Financial Security Advisor", "content": "Job SummaryAs a Financial Security Advisor at Desjardins, you will play a key role in helping individuals and businesses achieve their financial goals. You will be responsible for selling and providing advice on life, health, disability, and critical illness insurance products, as well as assessing customer...
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