About This Opportunity: Conseiller ou conseillère, Finances personnelles, Clientèle des nouveaux arrivants (Saint-Anselme)
Desjardins is currently seeking a Conseiller ou conseillère, Finances personnelles, Clientèle des nouveaux arrivants (Saint-Anselme) to join their team in Saint-Anselme.
This position offers an excellent opportunity for motivated individuals looking to advance their career.
Education Requirements
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No specific education requirements
Required Experience
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date on the financial services industry, market trends and best practices in your field.
Participate in outreach activities and represent the caisse in the community.
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 College diploma in a related field A minimum of two years of relevant experience Please note that other combinations of qualifications and relevant experience may be considered Mutual fund representative certificate Autorit des marchs financiers Solid communication skills in both French, English and Spanish, both oral and written due to the nature of the duties or work tools or because the position involves interactions with partners, members and/or clients.
Knowledge of current financial, economic, political and legislative events.
Knowledge of all products and services aimed at caisse members and those offered by Desjardins Business Centres, Desjardins components and distribution networks, and those offered by competitors.
Knowledge of the integration of financial data into computer systems.
Knowledge of debt management.
Knowledge of compliance with legislation respecting the distribution of financial products and services.
Understanding of the philosophy and fundamentals of financial services cooperatives.
Knowledge of policies, legislation and standards related to products and services offered by the caisse.
Knowledge of operating procedures pertaining to investment and financing activities Desjardins business processes.
Knowledge of service standards.
Knowledge of the techniques used to assess and monitor individual financing applications.
Action oriented, Customer Focus, Differences, Drive results, Interpersonal Savvy, Nimble learning Trade Union (If applicable)
Position Details
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Location: Saint-Anselme
Key Responsibilities
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Effectively perform assigned job duties
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Maintain safety and cleanliness in the workplace
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Work effectively with team members
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Follow company policies and procedures
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Perform tasks according to quality standards
Qualifications
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Reliability and punctuality
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Ability to work independently and in a team
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Strong work ethic and positive attitude
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Ability to follow instructions
Why Join Desjardins?Desjardins offers a supportive work environment in Saint-Anselme, where employees can grow and develop their skills. This Conseiller ou conseillère, Finances personnelles, Clientèle des nouveaux arrivants (Saint-Anselme) position provides the opportunity to work with a dedicated team and contribute to meaningful work.
Ready to Apply?
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