Advisor, Investment and Financing

Desjardins; Boucherville; On-site; CAD 60,000 - 80,000; Full time

Job summary

Desjardins is seeking advisors in investment and financing to join their team in Montérégie. In this role, you will focus on providing exceptional customer service, offering tailored financial solutions, and staying informed about industry trends. The position comes with opportunities for flexible vacation, a defined benefit pension plan, and comprehensive benefits.

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

Telework equipment reimbursement

Responsibilities

• Attending to members’ investment and financing needs while ensuring quality service.
• Developing strategies and offering investment, financing, and insurance products.
• Managing business relationships and assessing member/client satisfaction.
• Staying up-to-date on financial services industry trends.

Job description

Several opportunities are currently available in the greater Montérégie 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. 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
• 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

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) offers a unique opportunity to receive training for a career aligned with your skills, goals, and education.