Advisor, Investment and Financing

Desjardins Group; Chaudière-Appalaches; On-site; CAD 60,000 - 80,000; Full time

Job summary

A leading financial services firm in Quebec is seeking a dedicated Advisor for Investments and Financing to support clients in optimizing their financial health. The role involves developing tailored financial solutions and providing exceptional service. Candidates should possess a college diploma, a minimum of two years of relevant experience, and French language proficiency. The position offers a competitive salary, annual bonus, and comprehensive benefits including flexible vacation and a defined benefit pension plan.

Benefits

Competitive salary and annual bonus

Flexible vacation

Defined benefit pension plan

Group insurance including telemedicine

Reimbursement of health and wellness expenses

Qualifications

• Minimum of two years of relevant experience in finance or customer service.
• Knowledge of French is required.
• Valid driver's license and access to a vehicle.

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 client satisfaction.

Skills

Customer service skills

Financial product knowledge

Relationship management

Education

College diploma in a related field

Job description

Many opportunities are currently available in the Chaudière-Appalaches 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 so as 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
• 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

• College diploma in a related field
• A minimum of two years of relevant experience
• Please note that other combinations of qualifications and relevant experience may be considered
• Knowledge of French is required
• Must have a valid driver's license and access to a vehicle

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)