Conseiller ou conseillère, Placement et financement-FR

Desjardins; Longueuil; On-site; CAD 55,000 - 75,000; Full time

Job summary

Une institution financière à Longueuil cherche un conseiller ou une conseillère en placement et financement. Le candidat idéal saura écouter les besoins financiers des clients et proposera des solutions adéquates tout en offrant un service exceptionnel. Le poste comprend des avantages tels qu'un salaire compétitif, des semaines de vacances flexibles, et un plan de pension. Rejoignez-nous pour enrichir notre équipe !

Benefits

Salaire compétitif

Bonus annuel

4 semaines de vacances

Plan de pension à prestations définies

Assurance groupe incluant des services de télémédecine

Remboursement d'équipement de santé et de télétravail

Qualifications

• Aptitude à écouter attentivement les besoins des membres.
• Capacité à développer des offres financières adaptées.
• Compétences en gestion de la satisfaction client.

Responsibilities

• Répondre aux besoins en financement et investissement.
• Développer des stratégies et propositions d'offres financières.
• Gérer les relations commerciales et évaluer la satisfaction.

Skills

Excellente écoute

Service à la clientèle

Stratégies d'investissement

Gestion des relations d'affaires

Job description

Conseiller ou conseillère, Placement et financement-FR

Join to apply for the role of Conseiller ou conseillère, Placement et financement-FR at Desjardins.

Several opportunities are currently available in the Montérégie region.

As a financial advisor, your role is crucial in listening carefully to our members and clients to optimize their financial health. You will be responsible for providing exceptional customer service, offering suitable financial solutions with impeccable quality. Specifically, you will be expected to:

1. Respond to members' needs regarding financing and investment, while delivering quality service
2. Develop strategies and propose offers related to investment, financing, and protection
3. Manage business relationships, evaluate satisfaction and service quality, ensure follow-ups, and recommend improvements
4. Stay informed about financial news, market trends, and best practices in your field

What we offer:

• Competitive salary and annual bonus
• 4 flexible weeks of vacation from the first year
• Defined benefit pension plan providing predictable and stable retirement income
• Group insurance including telemedicine services
• Reimbursement for health, wellness, and telework equipment expenses
• Benefits are applicable based on eligibility criteria.

How you can contribute:

Regardless of your background or academic training, if you've always wanted to work in finance, send us your application. Our recruiters will contact you to identify the best opportunity aligned with your career aspirations. You will receive tailored training to build a career that matches your skills, ambitions, and education level.

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At Desjardins, we believe in fairness, diversity, and inclusion. We are committed to welcoming everyone, valuing their uniqueness, and providing a positive work environment. Discrimination in any form is zero tolerance for us! We want our teams to reflect the diversity of our members, clients, and communities.

If you need assistance to make the recruitment process or the application process more accessible, please inform us. Accommodations will be provided upon request at any stage of the recruitment process.

Job family: Customer and Member Service - Sales (GF)

Location: Montreal West, Quebec, Canada

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Job ID: J-18808-Ljbffr