Personal financial advisor, Saint-Lambert
Personal financial advisor, Saint-Lambert
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Saint-Lambert, Canada -
Dernière édition le: il y a moins d’une semaine
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Description
Several opportunities are currently available in South Shore of Montreal.
Required As a personal finance advisor, you play a key role in supporting our members and clients with their financing, savings and insurance needs. You’re the person they trust, who understands their goals, offers good advice and guides them toward financial solutions that are right for them. More specifically, you will be required to:
Meet the savings and credit needs of members, including mortgages.
Manage business relationships, assess satisfaction and service quality, follow up on these relationships and identify areas for improvement.
Advise our members and clients on personalized strategies and work with them to set well-defined and measurable financial goals.
Stay on top of the latest financial news and track market trends and best practices to enrich your advice and anticipate your clients’ needs.
Proudly represent our financial institution to our partners and the public by participating in community activities.
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.
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).
#J-18808-Ljbffr
Required As a personal finance advisor, you play a key role in supporting our members and clients with their financing, savings and insurance needs. You’re the person they trust, who understands their goals, offers good advice and guides them toward financial solutions that are right for them. More specifically, you will be required to:
Meet the savings and credit needs of members, including mortgages.
Manage business relationships, assess satisfaction and service quality, follow up on these relationships and identify areas for improvement.
Advise our members and clients on personalized strategies and work with them to set well-defined and measurable financial goals.
Stay on top of the latest financial news and track market trends and best practices to enrich your advice and anticipate your clients’ needs.
Proudly represent our financial institution to our partners and the public by participating in community activities.
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.
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).
#J-18808-Ljbffr
Informations clefs
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Nom de l’entrepriseDesjardins -
Titre de postePersonal financial advisor
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Signaler -
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Informations supplémentaires sur l’annonce
Personal financial advisor est visible sur Locanto dans la rubrique Saint-Lambert Autres métiers.
Pour Saint-Lambert il n’y a pas d’autres annonces dans cette rubrique.
Vous voulez en voir plus? Alors élargissez votre recherche pour consulter les annonces dans les alentours de Saint-Lambert, comme par exemple Autres métiers à Longueuil, Brossard ou encore Saint-Bruno-de-Montarville. Il y a encore plus de petites annonces dans un rayon de 15 km pour cette rubrique. Cliquez ici pour consulter ces annonces.
