Advisor, Investment and financing

Desjardins; Dolbeau-Mistassini; On-site; CAD 65,000 - 90,000; Full time

Benefits offered by this job

Competitive salary and annual bonus

4 weeks of flexible vacation

Defined benefit pension plan

Group insurance including telemedicine

Reimbursement of health and wellness expenses

Health & wellness reimbursement

Telework equipment reimbursement

Job summary

A leading financial services organization in Quebec is seeking a full-time investment and financing advisor. Responsibilities include managing client relationships, offering tailored financial solutions, and staying updated on industry trends. The role offers a competitive salary, annual bonuses, flexible vacation, and comprehensive benefits. Candidates with a passion for client service and financial wellness are encouraged to apply for this unique opportunity.

Qualifications

• Ability to understand and address client financial needs.
• Commitment to offering high-quality financial solutions.
• Willingness to learn and grow in the financial services industry.

Responsibilities

• Attend to member investment and financing needs.
• Manage business relationships and assess client satisfaction.
• Stay updated on financial services industry trends.
• Stay up-to-date on the financial services industry, market trends and best practices in your field

Skills

Investment strategy development

Customer service

Financial market knowledge

Relationship management

Job description

The work mode arrangement for the position is full-time on site. Several opportunities are currently available in the 🫐 Saguenay‑Lac‑Saint‑Jean 🫐 region.

Required

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. More specifically, you will be required to:

• 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, 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.

Curious about this profession? Click here (only available in French)

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)