Conseiller ou conseillère, Services financiers, Abitibi-Témiscamingue

Desjardins; Rouyn-Noranda; On-site; CAD 40,000 - 80,000; Full time

Job summary

An established industry player is seeking dedicated individuals to enhance financial health for its members and clients. As a Wealth Management Advisor, you will develop tailored strategies involving investment, financing, and insurance products. This role emphasizes customer service excellence and offers a competitive salary along with a defined benefit pension plan. With flexible vacation options and comprehensive group insurance, this opportunity is perfect for those eager to grow in the financial services sector. Join a team that values collaboration, communication, and innovation to deliver top-notch financial solutions.

Benefits

4 weeks of flexible vacation

Defined benefit pension plan

Group insurance including telemedicine

Reimbursement of health and wellness expenses

Telework equipment reimbursement

Qualifications

• Willingness to work in the financial services industry.
• Training provided for career development.

Responsibilities

• Meet the needs of members by developing financial strategies.
• Support clients with existing applications and technological tools.

Skills

Customer Focus

Effective Communication

Interpersonal Skills

Action-oriented

Collaboration

Innovation

Job description

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 to offer the highest quality financial solutions tailored to their needs.

Main position in the caisse network :

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

More key positions and brief descriptions of opportunities :

• Advisory Agent - Member and Client Experience: Support members and clients by informing them about existing applications and technological tools that can help them perform transactions and operations independently.
• Financial Services Agent: Collaborate with personal finance advisors to improve the service offered to members (administrative, sales, and service).
• Personal Financial Advisor: Attend to members’ investment and financing needs while ensuring quality service.

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

What you bring to the table

Regardless of your experience or education, if you’ve always wanted to work in the financial services industry, send us your application. Our recruiters will contact you to find the job best suited to your career goals.

The Desjardins Cooperative Institute (DCI) provides a unique opportunity to receive training for a career suited to your skills, goals, and education.

Key competencies include: Action-oriented, Collaborates, Communicates effectively, Customer Focus, Innovation, Interpersonal Savvy.

Curious to see your future colleagues in action?