Desjardins
Personal Finance Advisor
Saint-Raymond, CA
Sponsorship not specifiedDetected 62 days ago
About the role
- Your role is to listen to members' and clients' needs, offer them advice that fits their financial situation and help them choose appropriate solutions to meet their financial goals.
- Interpersonal savvy is therefore essential.
Responsibilities
- As a personal finance advisor, you're responsible for developing and maintaining lasting and trusting business relationships with members and clients, to ensure they're satisfied.
- You drive results by recommending investments, loans and insurance products.
- Manage business relationships, assess member/client satisfaction and service quality, follow up and identify areas for improvement
Requirements
- You work closely with a client base consisting mainly of individual members and businesses.
- Bachelor's degree in a related field
- Knowledge of French is required
Compensation
- Competitive salary and annual bonus
Benefits
- 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
- Reimbursement of health and wellness expenses and telework equipment
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