Advisor, Investment and Financing

Desjardins; Blainville; On-site; CAD 40,000 - 80,000; Full time

Job summary

An established industry player is seeking an Advisor in Investment and Financing to join their team in the Laurentides region. This role is perfect for those passionate about providing exceptional customer service and tailored financial solutions. You will engage with clients to understand their investment and financing needs, develop strategies, and manage relationships to ensure satisfaction. With a focus on equity, diversity, and inclusion, this organization offers a supportive environment for career growth and development. If you're ready to embark on a rewarding career in finance, this opportunity is for you!

Benefits

Competitive salary

Annual bonus

4 weeks of flexible vacation

Defined benefit pension plan

Group insurance including telemedicine

Reimbursement of health and wellness expenses

Telework equipment reimbursement

Qualifications

• Ability to provide tailored financial solutions to clients.
• Strong customer service skills and attention to detail.

Responsibilities

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

Skills

Customer Service

Financial Solutions

Investment Strategies

Relationship Management

Job description

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

Several opportunities are currently available in the Laurentides region.

Required

As a financial services professional, you're attentive to the needs of our members and clients. You look for ways to support their financial well-being in every situation. You provide excellent customer service and high-quality financial solutions tailored to their needs. Specifically, you will be required to:

1. Attend to members’ investment and financing needs while ensuring quality service
2. Develop strategies and offer investment, financing, and insurance products
3. Manage business relationships, assess member/client satisfaction and service quality, follow up, and identify areas for improvement
4. 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

No matter your career path or formal training, if you've always wanted to work in the financial sector, now is the time to apply! Our recruiters will help identify the best opportunity for you that aligns with your career goals. Desjardins offers a training institute (DCI) that provides the training needed to pursue a career suited to your skills, goals, and education.

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At Desjardins, we believe in equity, diversity, and inclusion. We are committed to welcoming, respecting, and valuing individuals for who they are, learning from differences, embracing uniqueness, and fostering a positive workplace. We have zero tolerance for discrimination of any kind. Our teams should reflect the diversity of the members, clients, and communities we serve.

If you need accommodations during the recruitment process or for the job itself, please let us know. We can provide support at any stage—just ask!

Job Family

Member/client sales and service (FG)

Seniority level

Entry level

Employment type

Full-time

Job function

Finance and Sales

Industries

Banking