Financial Advisor
Found in: Talent CA C2 - 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 :
Advisory Agent - Member and Client Experience. Support members and clients by telling them about existing applications and technological tools that can help them do transactions and operations on their own.
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).
Wealth Management Advisor. Meet the needs of members by developing strategies and offering investment, financing and insurance products.
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
Regardless of your experience or education, if you’ve always wanted to work in the financial services industry, send us your application. Our recruiters will contact you to find the job best suited to your career goals. The Desjardins Cooperative Institute (DCI)—provides a unique opportunity to receive training for a career suited to your skills, goals and education.
Curious about this profession?
#LI-Onsite
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.
If there's something we can do to help make the recruitment process or the job you're applying for more accessible, let us know. We can provide accommodations at any stage in the recruitment process. Just ask
Job Family
Member/client sales and service (FG)-
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