Advisor, Investment and Financing

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

Job summary

Desjardins Group is seeking an advisor in investment and financing to enhance members' financial health through tailored solutions. This role involves managing client relationships and staying updated on market trends. Join a diverse team committed to equity and inclusion, with opportunities for training and growth.

Benefits

Competitive salary and annual bonus

Four weeks of flexible vacation

Defined benefit pension plan

Group insurance including telemedicine

Reimbursement of health and wellness expenses

Qualifications

• Experience in the financial services industry is a plus.
• Strong communication skills and a customer-focused approach.

Responsibilities

• Attend to members’ investment and financing needs.
• Develop strategies for investment, financing, and insurance products.
• Manage business relationships and assess client satisfaction.

Skills

Customer service

Financial solutions

Relationship management

Market trend awareness

Job description

Several opportunities are currently available in the Centre-du-Québec 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 to offer the highest quality financial solutions tailored to their needs. Specifically, your responsibilities will include:

1. Attending to members’ investment and financing needs while ensuring quality service.
2. Developing strategies and offering investment, financing, and insurance products.
3. Managing business relationships, assessing member/client satisfaction and service quality, following up, and identifying areas for improvement.
4. Staying up-to-date on the financial services industry, market trends, and best practices in your field.

What we offer*

• Competitive salary and annual bonus
• Four 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

If you’ve always wanted to work in the financial services industry, regardless of your experience or education, 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 aligned with your skills, goals, and education.

#LI-Hybrid

At Desjardins, we believe in equity, diversity, and inclusion. We're committed to welcoming, respecting, and valuing individuals for who they are, learning from their differences, embracing their uniqueness, and providing a positive workplace for all. 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 anything we can do to make the recruitment process or the job you're applying for more accessible, please let us know. We can provide accommodations at any stage of the recruitment process—just ask!

Job Family

Member/client sales and service (FG)