Advisor, Investment and Financing

Desjardins; L'Île-Perrot; On-site; CAD 45,000 - 75,000; Full time

Job summary

An established industry player is seeking an enthusiastic Advisor in Investment and Financing to enhance clients' financial health. This role involves understanding client needs, providing tailored financial solutions, and ensuring exceptional service quality. With a commitment to equity and diversity, the company offers a supportive environment for personal and professional growth. Enjoy competitive salary, flexible vacation, and a defined benefit pension plan. If you're passionate about finance and eager to make a difference, this opportunity is perfect for you.

Benefits

Competitive salary

Annual bonus

4 weeks of flexible vacation

Defined benefit pension plan

Group insurance including telemedicine

Reimbursement of health and wellness expenses

Telework equipment reimbursement

Qualifications

• Strong commitment to providing excellent customer service.
• Ability to develop tailored financial solutions for clients.

Responsibilities

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

Skills

Customer Service

Financial Solutions

Investment Strategies

Market Trends Awareness

Job description

Join to apply for the Advisor, Investment and Financing role at Desjardins.

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 high-quality financial solutions tailored to their needs. Your responsibilities will include:

1. Attending to members’ investment and financing needs while ensuring quality service;
2. Developing strategies and offering investment, financing, and insurance products;
3. Managing business relationships, assessing member/client satisfaction and service quality, following up, and identifying areas for improvement;
4. Staying 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 providing 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) offers a unique opportunity to receive training for a career aligned with 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, 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 our teams to 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 application more accessible, please let us know. We can provide accommodations at any stage of the process. Just ask!

Job Family

Member/client sales and service (FG)

Seniority level

Entry level

Employment type

Full-time

Job function

Finance and Sales

Industries

Banking