Conseiller Ou Conseillère, Finances Personnelles, Approche Dynamique

Desjardins General Insurance

Québec City, QC, Canada
Competitive salary; annual bonus available; define...
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Client relationship management skills
Financial product knowledge
Sales and business development
** Desjardins General Insurance is seeking a Personal Finance Advisor to build lasting relationships with clients in Québec City. The role involves understanding clients' financial needs, providing tailored advice, and contributing to business development while ensuring compliance with financial regulations. **

Job Summary

  • The role involves developing and maintaining trusted relationships with members and clients to ensure their satisfaction and help them achieve financial goals.
  • Candidates will act as experts in financing, offering personalized solutions for placement, financing, and protection while adhering to sound business practices.
  • The position offers a competitive salary, an annual bonus, flexible vacation time starting in the first year, and a defined benefit pension plan.

Matching Summary

Match Score: 75

** Desjardins General Insurance is seeking a Personal Finance Advisor to build lasting relationships with clients in Québec City. The role involves understanding clients' financial needs, providing tailored advice, and contributing to business development while ensuring compliance with financial regulations. **

Salary

Competitive salary; Annual bonus available; Defined benefit pension plan included

Skills & Requirements

Must-have

  • Client relationship management skills
  • Financial product knowledge
  • Sales and business development
  • Risk management practices
  • French language proficiency

Nice-to-have

  • Agile learning mindset
  • Cooperative philosophy understanding
  • Interpersonal mastery
  • Results-oriented approach
  • Customer-centric culture

Key Requirements

  • DEC technical diploma in appropriate discipline
  • Minimum two years of relevant experience
  • AMF Collective Savings Representative Certificate
  • Fluency in French required
  • Knowledge of financial laws and regulations

Work Rights

Not specified

Tailored Resume

Cover Letter