Personal Finance Advisor serving and developing business relationships with clients at Desjardins. Providing tailored financial services and solutions while ensuring client satisfaction and service quality.
Responsibilities
Help serve, prospect for, solicit, and develop and maintain business relationships with members and clients.
Provide service tailored to client needs in accordance with current strategies and practices.
Drive results by reviewing special requests and promoting specialized products and services.
Ensure member/client satisfaction and service quality in accordance with organization’s standards.
Analyze member/client needs, develop and implement personalized solutions, propose integrated service offers.
Support current and potential members and clients, represent the organization, and negotiate agreements.
Requirements
College diploma in a related field
A minimum of two years of relevant experience
Knowledge of French is required
Advanced knowledge of English
Advanced knowledge in a third language (Arabic, Russian, Creole, Portuguese, or Mandarin)
Available for frequent travel in the Eastern Quebec regions
Must have a valid driver's licence and access to a vehicle
Available to work from Monday to Friday, including evenings and weekends, at representation events.
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
Group insurance including telemedicine
Reimbursement of health and wellness expenses and telework equipment
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