Advisor, Investment and Financing

Hmara

Baie-Comeau

On-site

CAD 55,000 - 75,000

Full time

14 days+
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Benefits offered by this job

Competitive salary and annual bonus
4 weeks of flexible vacation
Defined benefit pension plan
Group insurance including telemedicine
Reimbursement of health and wellness expenses

Job summary

Desjardins in Côte-Nord, Baie-Comeau is seeking an Advisor for investment and financing. You will focus on understanding members' needs and providing tailored financial solutions. Responsibilities include attending to investment needs, developing strategies, and managing business relationships.

The position offers competitive salary, annual bonus, flexible vacation, a defined benefit pension plan, and health insurance.

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/client satisfaction and service quality.
  • Stay up-to-date on the financial services industry, market trends and best practices.

Job description

Several opportunities are currently available in the Côte-Nord 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
What you bring to the table

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. The Desjardins Cooperative Institute (DCI)—provides a unique opportunity to receive training for a career suited to your skills, goals and education.

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