Personal Finance Advisor helping Desjardins members and clients in Rimouski choose financial solutions. Managing relationships and recommending investments, loans, and insurance products.
About the role
- Financial Services Agent providing excellent customer service and financial solutions to support clients. Collaborating with personal finance advisors to enhance member service experience.
Responsibilities
- Support members and clients by telling them existing applications and technological tools that can help them do transactions and operations on their own
- Welcoming members and customers warmly and courteously, quickly ascertains members' and customers' needs in order to direct them to individuals who can assist them or to alternative distribution channels
- Work in collaboration with personal finance advisors and improve the service offered to members.
Requirements
- Regardless of your experience or education, if you’ve always wanted to work in the financial services industry, send us your application.
- Our recruiters will contact you to find the job best suited to your career goals.
Benefits
- 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
Job title
Job type
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Not specified
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Personal Finance Advisor advising Desjardins members and businesses on investments, loans, insurance, and financial strategies. Building trusted relationships and representing the caisse in Rimouski.
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