Financial Advisor
2 weeks ago
You will be attentive to what our members and clients are saying to better understand and address each specific situation, with the objective of optimizing their financial health. You will be committed to providing excellent customer service so as to offer the highest quality financial solutions tailored to their needs.
**Main position in the caisse network**:
**Wealth Management Advisor.** Meet the needs of members by developing strategies and offering investment, financing and insurance products.
**More key positions and brief descriptions of opportunitie**:
**Financial Services Agent.**Work in collaboration with personal finance advisors and improve the service offered to members (administrative / sales / service).
**Personal Financial Advisor.** Attend to members’ investment and financing needs while ensuring quality service
**What we offer**
- 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
**What you bring to the table**
The Desjardins Cooperative Institute (DCI)—provides a unique opportunity to receive training for a career suited to your skills, goals and education.
Action oriented, Collaborates, Communicates effectively, Customer Focus, Innovation, Interpersonal Savvy
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LI-Hybrid
At Desjardins, we believe in equity, diversity and inclusion. We're committed to welcoming, respecting and valuing people for who they are as individuals, learning from their differences, embracing their uniqueness, and providing a positive workplace for all. At Desjardins, we have zero tolerance for discrimination of any kind. We believe our teams should reflect the diversity of the members, clients and communities we serve.
**Job Family**
Member/client sales and service (FG)
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