Financial Advisor
at Desjardins
Kamouraska, QC, Canada -
Start Date | Expiry Date | Salary | Posted On | Experience | Skills | Telecommute | Sponsor Visa |
---|---|---|---|---|---|---|---|
Immediate | 27 Dec, 2024 | Not Specified | 28 Sep, 2024 | N/A | Good communication skills | No | No |
Required Visa Status:
Citizen | GC |
US Citizen | Student Visa |
H1B | CPT |
OPT | H4 Spouse of H1B |
GC Green Card |
Employment Type:
Full Time | Part Time |
Permanent | Independent - 1099 |
Contract – W2 | C2H Independent |
C2H W2 | Contract – 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.
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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