Advisor, Investment and Financing

Desjardins Group; Baie-Comeau; Hybrid; CAD 50,000 - 70,000; Full time

Job summary

Join a leading financial services organization as an advisor in investment and financing. You will focus on providing excellent customer service and tailored financial solutions to optimize our members' financial health. Be engaged in developing strategies, managing relationships, and staying updated on market trends in a dynamic environment. Competitive salary and benefits including flexible vacation, pension plan, and wellness reimbursements offered.

Benefits

Competitive salary and annual bonus

4 weeks of flexible vacation

Defined benefit pension plan

Group insurance including telemedicine

Reimbursement for health and wellness expenses

Qualifications

• Strong customer service focus to understand members' financial needs.
• Ability to develop financial strategies and solutions.
• Stay informed on market trends and best practices.

Responsibilities

• Attend to members' investment and financing needs.
• Develop strategies for financial products.
• Manage client relationships and assess satisfaction.

Skills

Customer Service

Sales Strategy

Financial Literacy

Job description

Several opportunities are currently available in the Côte-Nord region.

As an advisor, investment and financing, y ou 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, 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.

#LI-Hybrid

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)

Several opportunities are currently available in the Côte-Nord region.

As an advisor, investment and financing, y ou 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, 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.

#LI-Hybrid

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)

About the company

The Desjardins Group is a Canadian financial services cooperative and the largest federation of credit unions in North America.

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