Conseiller Ou Conseillère En Transition, Épargne-retraite Collective

Desjardins General Insurance

Competitive salary; annual bonus available; benefi...
Hybrid
French language proficiency required
Advanced english communication skills
Naviplan software usage experience
Desjardins General Insurance is seeking a Collective Retirement Savings Transition Advisor to assist participants in making informed decisions regarding their retirement savings accounts. The role involves providing support through virtual tools, understanding retirement products, and fostering client relationships while adhering to industry regulations

Job Summary

  • You will help participants make informed decisions regarding their accumulated account balances when leaving their workplace retirement savings program.
  • The role involves proactively communicating by phone to explain options, promote 'Destination' solutions, and foster asset retention.
  • Desjardins offers a competitive salary, annual bonus, four weeks of flexible vacation from the first year, and a defined benefit pension plan.

Matching Summary

Match Score: 85

Desjardins General Insurance is seeking a Collective Retirement Savings Transition Advisor to assist participants in making informed decisions regarding their retirement savings accounts. The role involves providing support through virtual tools, understanding retirement products, and fostering client relationships while adhering to industry regulations.

Salary

Competitive salary; Annual bonus available; Benefits include defined benefit pension, group insurance, and telemedicine

Skills & Requirements

Must-have

  • French language proficiency required
  • Advanced English communication skills
  • NaviPlan software usage experience
  • Collective retirement plan knowledge
  • Provincial and federal regulation understanding

Nice-to-have

  • Client-centric relationship building
  • Agile learning approach
  • Strong interpersonal skills
  • Results-oriented mindset
  • Ability to simplify complex terms

Key Requirements

  • Bachelor's degree in appropriate discipline
  • Minimum two years relevant experience in retirement savings
  • Financial Security Advisor (CSF) license or commitment to obtain within six months
  • Knowledge of collective retirement environment and regulations

Work Rights

Not specified

Tailored Resume

Cover Letter