Advisor, Investment and Financing

Desjardins Group; Berthierville; On-site; CAD 50,000 - 70,000; Full time

Job summary

A leading Canadian financial services cooperative seeks an advisor in investment and financing. You will be responsible for understanding clients’ financial needs and offering tailored solutions to ensure their financial health. The role includes managing relationships and staying updated on industry best practices. Flexible work mode and competitive benefits are provided.

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

Qualifications

• Attentive to members’ needs to optimize financial health.
• Commitment to ongoing professional development.

Responsibilities

• Attend to investment and financing needs ensuring quality service.
• Develop and offer applicable financial products.
• Manage relationships and assess satisfaction of clients.

Skills

Customer Service

Financial Solutions

Investment Strategies

Job description

The work mode arrangement for the position is full-time on site.

Many opportunities are currently available in the Lanaudière area.

As an advisor in 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. More specifically, you will be required to:

• 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, 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 providing 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.

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. We have zero tolerance for discrimination of any kind. 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)

The work mode arrangement for the position is full-time on site.

Many opportunities are currently available in the Lanaudière area.

As an advisor in 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. More specifically, you will be required to:

• 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, 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 providing 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.

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#LI-Onsite

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. We have zero tolerance for discrimination of any kind. 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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