Financial services advisor – Mobile team

  • Full Time
  • Magog

Desjardins

At Desjardins, we believe in equity, diversity and inclusion. We’re committed to welcoming, respecting and valuing people for who they are as individuals, learning from their differences, embracing their uniqueness, and providing a positive workplace for all. At Desjardins, we have zero tolerance for discrimination of any kind. We believe our teams should reflect the diversity of the members, clients and communities we serve.

If there’s something we can do to help make the recruitment process or the job you’re applying for more accessible, let us know. We can provide accommodations at any stage in the recruitment process. Just ask!

YOUR ROLE

You listen to members and clients to take care of their financing, savings

and insurance needs.

You also provide excellent customer service by suggesting financial solutions tailored to each

member.

Why join our mobile team?

  • You’ll have the opportunity to learn about different environments and teams.

  • You’ll learn best practices and develop a broad range of knowledge by interacting with experts.

  • You’ll make a real difference in the daily lives of members and clients by helping them achieve their goals.

  • Main positions and a summary of the opportunities on our mobile team:

  • Financial services agent–client relations: Work with personal finance advisors and provide excellent customer service (administrative tasks, sales and service).

  • Personal finance advisor: Help members with their financing, savings and insurance needs while providing quality service.

  • Job requirements:

  • Must be willing to travel within a 60-km radius of your home

  • Must hold a valid driver’s licence

  • Must have a mutual fund representative licence or be willing to obtain one (study guide and exam covered by Desjardins)

  • WHAT WE’RE LOOKING FOR

    Are you interested in finances? Are you goal-driven with a passion for helping people? Are you a recent graduate, already in the industry or looking for new opportunities? Send us an

    application!

    Advantages of joining our team include:

  • Competitive salary plus an annual performance-based bonus

  • Cumulative vacation bank (1 week when you start, 4 weeks after your first year)

  • Reimbursement of health and wellness expenses up to $400 a year

  • Complete personalized training during work hours, paid by Desjardins, and continuous support to ensure you succeed

  • Defined benefit pension plan

  • Work-life balance with a 35-hour work week

  • Comprehensive group benefits that include access to telemedicine

  • At Desjardins, we don’t offer you a job. We offer you job satisfaction.

    #MVT3

    Desjardins Group is the largest cooperative financial group in Canada, and one of the largest employers in the country. It offers a full range of financial products and services and is home to a wealth of expertise in property and casualty insurance, life and health insurance, wealth management, services for businesses of all sizes, securities brokerage, asset management, venture capital, and secure, leading-edge virtual access methods.