Conseiller ou conseillère, Placement et financement-FR

Desjardins; Sainte-Julie; On-site; CAD 50,000 - 80,000; Full time

Job summary

Desjardins cherche des conseillers en placement et financement pour rejoindre son équipe en Montérégie. Les candidats joueront un rôle essentiel en optimisant la santé financière des membres, en offrant un service de qualité et en développant des solutions financières. Des formations sur mesure seront fournies pour assurer la réussite des nouveaux employés dans ce secteur dynamique.

Benefits

Salaire compétitif et prime annuelle

Politique de vacances flexible de quatre semaines

Plan de pension à prestations déterminées

Assurance groupe incluant téléconsultation

Remboursement des dépenses de santé et de télétravail

Qualifications

• Aucune exigence académique spécifique, ouvert à divers parcours.
• Formation personnalisée offerte pour le développement professionnel.

Responsibilities

• Répondre aux besoins des membres concernant le financement et les investissements.
• Développer des stratégies financières et proposer des offres.
• Gérer les relations clients et évaluer la satisfaction.

Skills

Écoute active

Service à la clientèle

Stratégies financières

Job description

Conseiller ou conseillère, Placement et financement-FR

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

Several opportunities are currently available in the Montérégie region.

As a financial advisor, you will play a crucial role by attentively listening to our members and clients to optimize their financial health. You will be responsible for providing exceptional customer service, offering tailored financial solutions, and maintaining high-quality standards. Specifically, you will be expected to:

• Respond to members' needs regarding financing and investments while delivering quality service
• Develop strategies and propose offers related to investments, financing, and insurance
• Manage client relationships, evaluate satisfaction and service quality, follow up, and recommend improvements
• Stay informed about financial news, market trends, and best practices relevant to your field

What we offer:
- Competitive salary and annual bonus
- Flexible four-week vacation policy from the first year
- Defined benefit pension plan providing a predictable and stable income during retirement
- Group insurance including telemedicine services
- Reimbursement for health, wellness, and remote work equipment expenses
*Benefits are subject to eligibility criteria.*

What you can bring:
Regardless of your academic background or career path, if you've always wanted to work in finance, submit 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 equity, diversity, and inclusion. We are committed to welcoming everyone, valuing their differences and uniqueness, and providing a supportive work environment. Discrimination in any form is strictly prohibited. We aim for our teams to reflect the diversity of our members, clients, and communities.

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

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