Advisor, Investment and Financing

Desjardins Group; Canada; Remote; CAD 80,000 - 100,000; Full time

Job summary

A leading financial services organization in Canada is seeking motivated individuals to meet members’ investment and financing needs. Responsibilities include developing strategies for financial products and managing client relationships. The organization offers a competitive salary, flexible vacation, and a defined benefit pension plan. This role is hybrid, supporting both in-office and remote work.

Benefits

Competitive salary and annual bonus

4 weeks of flexible vacation

Defined benefit pension plan

Group insurance including telemedicine

Reimbursement of health and wellness expenses

Qualifications

• Experience or education in financial services is a plus.
• Eagerness to learn and develop within the industry.

Responsibilities

• Attend to members’ investment and financing needs while ensuring quality service.
• Develop strategies and offer investment, financing and insurance products.
• Manage business relationships and assess member/client satisfaction.
• Stay up-to-date on the financial services industry and market trends.

Job description

Overview

Several opportunities are currently available in the Mauricie region.

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

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. At Desjardins, we have zero tolerance for discrimination of any kind. We believe 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)