Advisor, Investment and Financing

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

Job summary

A leading financial services organization is seeking an advisor for investment and financing roles in the Montérégie region. The position focuses on providing tailored financial solutions and excellent customer service, with opportunities for training and development through the Desjardins Cooperative Institute. Competitive salary, flexible vacation, and a robust benefits package are offered.

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

• Strong communication and interpersonal skills.
• Ability to develop financial strategies.
• Willingness to learn and adapt in the financial services industry.

Responsibilities

• Attend to members’ investment and financing needs.
• Develop strategies for investment and insurance products.
• Manage business relationships and assess client satisfaction.

Skills

Customer service

Financial analysis

Relationship management

Job description

Several opportunities are currently available in the greater Montérégie region.

Required

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. Specifically, you will be required to:

1. Attend to members’ investment and financing needs while ensuring quality service
2. Develop strategies and offer investment, financing, and insurance products
3. Manage business relationships, assess member/client satisfaction and service quality, follow up, and identify areas for improvement
4. 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. We have zero tolerance for discrimination of any kind. Our teams should reflect the diversity of the members, clients, and communities we serve.

If there's anything we can do to make the recruitment process or the job more accessible, please let us know. We can provide accommodations at any stage in the recruitment process. Just ask!

Job Family

Member/client sales and service (FG)