Advisor, investment and financing

Desjardins; Amos; Hybrid; CAD 55,000 - 75,000; Full time

Benefits offered by this job

Flexible vacation

Defined benefit pension

Group insurance with telemedicine

Wellness expense reimbursement

Telework equipment provided

Job summary

Desjardins invites applications for an advisor role in the Abitibi-Témiscamingue region. You will listen to members to understand their financial health and tailor solutions, delivering high-quality customer service and a broad range of financial products to meet their needs.

The Desjardins Cooperative Institute emphasizes training to develop skills, with a strong focus on equity, diversity and inclusion. We offer comprehensive benefits, flexible vacation, pension, and telework support.

Qualifications

• Regardless of your experience or education, Desjardins provides training for a career in financial services.

Responsibilities

• Attend to members' investment and financing needs while ensuring quality service.
• Develop strategies and offer investment, financing and insurance products.
• Manage business relationships, assess member satisfaction and service quality, and follow up for improvements.
• Stay up-to-date on the financial services industry, market trends and best practices.

Skills

Customer focus

Communication

Collaboration

Innovation

Interpersonal savvy

Job description

Several opportunities are currently available in the Abitibi-Témiscamingue region.

As an advisor, investment and financing, you will be attentive to what our members and clients are saying to better understand and address each specific situation, with the objective of optimizing their financial health. You will be committed to providing excellent customer service so as to offer the highest quality financial solutions tailored to their needs. More specifically, you will be required to:

• Attend to members' investment and financing needs while ensuring quality service


• Developing strategies and offering investment, financing and insurance products


• Manage business relationships, assess member/client satisfaction and service quality, follow up and identify areas for improvement


• Stay up-to-date on the financial services industry, market trends and best practices in your field

What we offer

• 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

Benefits apply based on eligibility criteria.

What you bring to the table

Regardless of your experience or education, if you've always wanted to work in the financial services industry, The Desjardins Cooperative Institute (DCI)-provides a unique opportunity to receive training for a career suited to your skills, goals and education.

Action oriented, Collaborates, Communicates effectively, Customer Focus, Innovation, Interpersonal Savvy

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!

Job Family

Member/client sales and service (FG)