- Job Title: Financial security advisor
- Company: Desjardins
- Degree: Bachelor’s diploma in finance
- Location: Perrot, QC
- Experience: Min 3+ years
- Employment Type: Full-Time and Day Shift
Desjardins is hiring for a Financial security advisor
Position Summary:
As a Financial Security Advisor at Desjardins, you will play an essential role in assisting clients benefit their financial goals and strong their futures. This function is right for a person who is captivated with economic making plans, has terrific interpersonal abilities, and is dedicated to delivering customized service. You can be liable for presenting professional advice on insurance and monetary products, growing entire financial plans, and constructing long-time period relationships with customers.
About Desjardins:
Desjardins Group, set up in 1900, is the biggest cooperative monetary business enterprise in Canada, serving over seven million members and clients. With a robust willpower to monetary education, monetary improvement, and network well-being, Desjardins offers a complete range of financial products and services, together with banking, coverage, funding, and advisory answers. Renowned for its values of concord, obligation, and innovation, Desjardins constantly strives to satisfy the evolving goals of its individuals even fostering sustainable growth and social obligation. Our undertaking is to enhance the economic and social well-being of people and companies, making us dependent on accomplices in economic security and prosperity.
Key Responsibilities:
- Client Relationship Management:
- Develop and hold strong relationships with new and cutting-edge customers, understanding their precise economic dreams and goals.
- Conduct in-depth economic tests to turn out to be privy to clients’ goals and provide tailor-made advice on coverage, retirement planning, investments, and estate-making plans.
- Act as a depended-on marketing consultant, offering ongoing guidance and steerage to help customers navigate their monetary journeys.
- Sales and Service:
- Promote and sell Desjardins’ range of monetary products, which incorporates lifestyle insurance, medical health insurance, annuities, and funding answers.
- Meet and exceed earnings desires and basic overall performance metrics with the resource of proactively identifying and pursuing new organization opportunities.
- Deliver terrific customer service, ensuring an exceptional purchaser experience via nicely timed look at-u.S.And professional interactions.
- Financial Planning:
- Develop comprehensive monetary plans that align with clients’ quick-time period and prolonged-time period goals, focusing on wealth accumulation, risk control, and retirement-making plans.
- Utilize financial making plans software programs and gear to create positive analyses and projections.
- Regularly assess and replace financial plans to reflect modifications in clients’ situations and marketplace situations.
- Compliance and Risk Management:
- Ensure all client interactions and transactions have a look at regulatory necessities, enterprise requirements, and Desjardins’ policies.
- Maintain correct and up-to-date purchaser data, documentation, and critiques.
- Stay informed about market trends, regulatory modifications, and new economic merchandise to offer clients contemporary and applicable advice.
- Professional Development:
- Continuously beautify your know-how and abilities through ongoing training, expert development publications, and enterprise certifications.
- Participate in networking occasions, community activities, and industry conferences to extend your professional community and beautify your expertise.
As an existence and medical insurance professional, you’re expected to:
Work as a group as you proactively promote coverage services and products, which include lifestyles, health, disability, and crucial contamination insurance, based totally on the dreams of Desjardins participants and clients.
Assess client delight and service, follow up, and make enhancements as desired.
Establish and hold proper relationships with referral resources. Help goal and examine capability member/customer documents.
Act on organization opportunities and present statistics to partners so that contributors and clients can reach their economic dreams.
Help monitor the enterprise to become aware of business development possibilities and stay on the pinnacle of recent merchandise and trends.
Qualifications:
- Bachelor’s diploma in finance, organization control, economics, or an associated discipline.
- Minimum of -three years of revel in financial advisory, coverage sales, or an associated position.
- Certified Financial Planner (CFP), Chartered Life Underwriter (CLU), or exceptional relevant certifications are rather preferred.
- Strong analytical and problem-solving abilities, with the functionality to develop customized monetary answers.
- Excellent interpersonal and conversation abilities, both verbal and written.
- Proven tune record of attaining sales objectives and handing over top-notch consumer providers.
- Proficiency in the use of financial planning software, CRM structures, and Microsoft Office Suite.
- Knowledge of relevant regulatory requirements and compliance standards.
Working Conditions:
- Ability to work bendy hours, consisting of evenings and weekends, to fulfill clients’ desires.
- Willingness to travel to meet clients at their desired locations.
- Comfortable running in a workplace environment, with occasional far-flung painting alternatives.
Why Join Desjardins?
Competitive compensation bundles address base income, commissions, and usual performance bonuses.
Comprehensive blessings utility, along with health, dental, and retirement plans.
Opportunities for career growth and expert improvement inside supportive and collaborative group surroundings.
Access to trendy-day equipment, sources, and schooling programs that will help you be triumphant.
The danger is to make a significant impact on clients’ lives and make contributions to the monetary well-being of your community.
Benefits:
- Competitive earnings with overall performance-primarily based incentives.
- Comprehensive health and dental insurance plans.
- Retirement savings plans with company contributions.
- Ongoing professional development and training possibilities.
- Supportive and inclusive work surroundings.
- Access to Desjardins’ enormous sources and knowledge.
What you carry to the desk
Knowledge of French is needed
Must have a valid motive pressure’s license and get proper entry to a car
Available Monday to Friday at the side of 2 night time
No depend wide variety of what your professional path or formal schooling may be, if you’ve continually preferred artwork within the monetary location, now could be the time to use it! Our recruiters may be in touch to understand the brilliant possibility for you that meets your career desires. Desjardins has a schooling institute (DCI) that offers you a unique opportunity to get the schooling you want to pursue a career that is the right fit for your talents, dreams, and training.
At Desjardins, we keep in mind fairness, variety, and inclusion. We’re committed to welcoming, respecting, and valuing human beings for who they are as people, studying from their variations, embracing their strong points, and supplying an effective place of work for all. At Desjardins, we have zero tolerance for discrimination of any type. We receive as actual with our groups ought to reflect the range of the members, customers, and communities we serve.
If there can be something we’re able to do to assist make the recruitment device or the project you’re making use of greater to be had, allow us to understand. We can provide inns at any degree within the recruitment machine. Just ask!
How to Apply:
If you’re obsessed with assisting customers achieve monetary protection and are searching for a rewarding profession with a leading economic institution, we would love to pay interest from you. Please put up your resume and a cover letter detailing your relevant experience and why you’ll be a high-quality health for the Financial Security Advisor position at Desjardins.
Desjardins is the same possibility business enterprise. We have a terrific time range and are committed to developing inclusive surroundings for all personnel.
Join Desjardins and be a part of a group devoted to creating an excessively pleasant impact on the monetary well-being of our customers and groups. We sit up straight to welcome you to our circle of relatives!
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