Conseiller Ou Conseillère Placement Et Financement

Desjardins General Insurance

Laurentides, QC, CA
Competitive salary; annual bonus included; benefit...
Not specified
Client financial health optimization
Investment and financing solutions
Relationship management and follow-up
Desjardins General Insurance is seeking a financial professional for their Laurentides, QC location to provide exceptional customer service and tailored financial solutions. The role involves addressing client needs in financing and investment while staying updated on market trends. The company promotes an inclusive culture and offers competitive benefits including a robust retirement plan and flexibility in vacation time

Job Summary

  • The role involves listening to members and clients to optimize their financial health.
  • Responsibilities include developing strategies for placement, financing, and protection while acting as a business relationship manager.
  • The company offers a competitive salary, annual bonus, flexible vacation, and a defined benefit pension plan.

Matching Summary

Match Score: 85

Desjardins General Insurance is seeking a financial professional for their Laurentides, QC location to provide exceptional customer service and tailored financial solutions. The role involves addressing client needs in financing and investment while staying updated on market trends. The company promotes an inclusive culture and offers competitive benefits including a robust retirement plan and flexibility in vacation time.

Salary

Competitive salary; Annual bonus included; Benefits: Defined benefit pension, collective insurance, telemedicine, wellness reimbursement

Skills & Requirements

Must-have

  • Client financial health optimization
  • Investment and financing solutions
  • Relationship management and follow-up

Nice-to-have

  • Market trend awareness
  • Adaptability to new practices
  • Commitment to diversity and inclusion

Key Requirements

  • Professional background in the financial domain
  • Ability to provide exceptional customer service
  • Knowledge of market trends and best practices

Work Rights

Not specified

Tailored Resume

Cover Letter