Financial Services Specialist
6 days ago
As a Personal Finance Advisor at Desjardins, you will be responsible for developing and maintaining lasting and trustworthy business relationships with members and clients. Your key responsibility is to listen to their needs and provide tailored advice to help them achieve their financial goals.
Key Responsibilities:
- Advise members and clients on investment strategies, loans, and insurance products
- Manage business relationships, assess member/client satisfaction, and identify areas for improvement
- Stay up-to-date on industry trends and best practices
- Participate in outreach activities and represent the caisse in the community
Your Qualifications:
We are looking for someone with a Bachelor's degree in a related field and a minimum of one year of relevant experience. A Mutual fund representative certificate from Autorité des marchés financiers is also required. Knowledge of current financial, economic, political, and legislative events is essential. You should have a good understanding of the philosophy and fundamentals of financial services cooperatives and be familiar with policies, legislation, and standards related to products and services offered by the caisse.
What We Offer:
- Competitive salary and annual bonus
- Four 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
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