Conseiller Ou Conseillère, Placement Ou Financement

Desjardins General Insurance

Bas-Saint-Laurent, QC, CA
Competitive salary; annual bonus available; not sp...
Hybrid
Client financial health optimization
Investment and financing strategy development
Business relationship management
Desjardins General Insurance is seeking a Financial Advisor (Conseiller Ou Conseillère, Placement Ou Financement) to join their hybrid team in Bas-Saint-Laurent, QC. The role involves providing exceptional customer service and tailored financial solutions, while also staying updated on financial trends and best practices

Job Summary

  • The role involves listening to members and clients to optimize their financial health through tailored solutions.
  • Employees are responsible for developing investment, financing, and protection strategies while managing business relationships.
  • The company offers a competitive salary, annual bonus, flexible vacation time, and a defined benefit pension plan.

Matching Summary

Match Score: 85

Desjardins General Insurance is seeking a Financial Advisor (Conseiller Ou Conseillère, Placement Ou Financement) to join their hybrid team in Bas-Saint-Laurent, QC. The role involves providing exceptional customer service and tailored financial solutions, while also staying updated on financial trends and best practices.

Salary

Competitive salary; Annual bonus available; Not specified base amount

Skills & Requirements

Must-have

  • Client financial health optimization
  • Investment and financing strategy development
  • Business relationship management
  • Market trend analysis

Nice-to-have

  • Exceptional customer service delivery
  • Commitment to diversity and inclusion
  • Proactive service improvement mindset

Key Requirements

  • Experience in financial services or insurance
  • Strong communication and active listening skills
  • Knowledge of current financial market trends

Work Rights

Not specified

Tailored Resume

Cover Letter