Financial services jobs

Desjardins; Nicolet; Hybrid; CAD 40,000 - 80,000; Full time

Job summary

An established industry player is seeking motivated customer service professionals to join their team as Personal Finance Advisors. In this role, you'll assist members with their financial needs, providing personalized solutions and quality service. With a focus on financial empowerment, you'll collaborate with a dedicated team to enhance member experiences. The company offers a supportive environment, comprehensive training, and attractive benefits, including flexible vacation and a defined benefit pension plan. If you're passionate about helping others achieve financial health, this is the opportunity for you!

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 meet the needs of members and clients.
• Ability to provide quality service and personalized financial solutions.

Responsibilities

• Help members with financing and investment needs.
• Support clients by informing them about technological tools.

Skills

Customer Service

Financial Solutions

Investment Strategies

Communication Skills

Education

High School Diploma

Bachelor's Degree in Finance or related field

Tools

Financial Software

Telemedicine Tools

Job description

As a customer service professional, you must be willing and motivated to meet the needs of our members and clients by contributing to their financial health and empowerment. You'll provide quality service and find personalized financial solutions on a daily basis. Here's a featured position we're currently hiring for in the Centre-du-Québec region:

Personal Finance Advisor

What you'll do: Help members with their financing and investment needs while providing quality service.

Other Key Positions and Opportunities:

1. Advisory Agent - Member and Client Experience: Support members and clients by informing them about technological tools and applications that can help them perform transactions and operations independently.
2. Client Financial Services Agent: Collaborate with personal finance advisors to improve service for members.
3. Wealth Management Advisor: Assist 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 providing 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 career path or formal training, if you've always wanted to work in the financial sector, now is the time to apply! Our recruiters will help identify the best opportunity that aligns with your career goals. Desjardins offers a training institute (DCI) that provides the necessary training to pursue a career suited to your skills, goals, and education.

LI-Hybrid