Financial Advisor

at  Desjardins

Kamouraska, QC, Canada -

Start DateExpiry DateSalaryPosted OnExperienceSkillsTelecommuteSponsor Visa
Immediate27 Dec, 2024Not Specified28 Sep, 2024N/AGood communication skillsNoNo
Add to Wishlist Apply All Jobs
Required Visa Status:
CitizenGC
US CitizenStudent Visa
H1BCPT
OPTH4 Spouse of H1B
GC Green Card
Employment Type:
Full TimePart Time
PermanentIndependent - 1099
Contract – W2C2H Independent
C2H W2Contract – Corp 2 Corp
Contract to Hire – Corp 2 Corp

Description:

Main position in the caisse network :

  • Advisory Agent - Member and Client Experience: Support and provide advice to members and clients about their banking transactions. Promote all Desjardins products and service

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 servic
  • Wealth Management Advisor: Meet the needs of members by developing strategies and offering investment, financing and insurance products

Responsibilities:

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 and provide advice to members and clients about their banking transactions. Promote all Desjardins products and services

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 servic
  • Wealth Management Advisor: Meet the needs of members by developing strategies and offering investment, financing and insurance products.

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
  • Benefits apply based on eligibility criteria.

Curieux(se) de voir vos futurs collègues en action?
cliquez ici

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
Management (FG


REQUIREMENT SUMMARY

Min:N/AMax:5.0 year(s)

Financial Services

Banking / Insurance

Finance

Graduate

Proficient

1

Kamouraska, QC, Canada