Advisor, Investment and financing

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

Job summary

A leading financial services firm in Cacouna, Quebec is seeking an investment and financing advisor to optimize clients' financial health. The role focuses on providing tailored financial solutions, developing investment strategies, and ensuring high-quality service. Candidates should be committed to customer satisfaction and eager to work in the financial industry. Benefits include a competitive salary, flexible vacation, and a defined benefit pension plan.

Benefits

Competitive salary

Annual bonus

4 weeks of flexible vacation

Defined benefit pension plan

Group insurance including telemedicine

Reimbursement of health and wellness expenses

Responsibilities

• 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.
• Stay up-to-date on the financial services industry, market trends, and best practices.

Job description

Overview

The work mode arrangement for the position is full-time on site. Several opportunities are currently available in the Bas-St-Laurent region. As an investment and financing advisor, 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 so as to offer the highest quality financial solutions tailored to their needs.

Responsibilities

• Attend to members’ investment and financing needs while ensuring quality service
• Developing strategies and offering 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 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

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.

# LI-Hybrid

Equity, diversity and inclusion

At Desjardins, we believe in equity, diversity and inclusion. We are 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 and strive for a workforce that reflects the diversity of the members, clients and communities we serve.

Accessibility

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)