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Financial Advisor
DesjardinsPersonal finance advisor at Desjardins helping clients with financing and insurance needs. Build business relationships and represent the institution in community activities within a hybrid work model.
About the role
Key responsibilities & impact- 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 set well-defined financial goals
- Stay updated on financial news and market trends to enrich advice
- Represent the financial institution in community activities
Requirements
What you’ll need- Passion for finance
- Motivation to connect with others
- Ability to support people in their life projects
- Knowledge of financing, savings, and insurance needs
Benefits
Comp & perks- 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
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
financingsavingsinsurance
Soft Skills
passion for financemotivation to connect with othersability to support peoplerelationship managementadvisingcustomer servicecommunicationproblem-solving