Advisor, Investment and Financing

Desjardins; Beloeil; On-site; CAD 45,000 - 60,000; Full time

Job summary

A leading financial services company is seeking an Advisor for Investment and Financing to ensure member satisfaction and engage in the development of financial strategies. This entry-level role offers opportunities in banking with training provided to help develop skills. Join a diverse and inclusive team in the Montérégie region, committed to building lasting member relationships.

Benefits

Competitive salary and annual bonus

4 weeks of flexible vacation starting in the first year

Defined benefit pension plan

Group insurance including telemedicine

Reimbursement of health and wellness expenses and telework equipment

Responsibilities

• Attending to members’ investment and financing needs while ensuring quality service.
• Developing strategies and offering investment, financing, and insurance products.
• Managing business relationships, assessing member/client satisfaction and service quality.

Job description

Join to apply for the Advisor, Investment and Financing role at Desjardins.

Several opportunities are currently available in the greater Montérégie region.

Responsibilities include:

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

What we offer:

• Competitive salary and annual bonus
• 4 weeks of flexible vacation starting in the first year
• Defined benefit pension plan providing stable income throughout retirement
• Group insurance including telemedicine
• Reimbursement of health and wellness expenses and telework equipment

What you bring:

We welcome applicants regardless of experience or education, especially those interested in a career in financial services. Our recruiters will help find the best fit for your goals. The Desjardins Cooperative Institute offers training tailored to your skills and aspirations.

Interested in this profession? Click here (available in French).

At Desjardins, we value diversity, equity, and inclusion. We are committed to creating a respectful and inclusive workplace for all, with zero tolerance for discrimination. We strive for our teams to reflect the communities we serve.

If you need accommodations during the recruitment process, please let us know. We are happy to assist.

Job Family: Member/client sales and service (FG)

Seniority level

• Entry level

Employment type

• Full-time

Job function

• Finance and Sales

Industries

• Banking