Advisor, Investment and Financing

Desjardins Group; Lac-Etchemin; Hybrid; CAD 45,000 - 80,000; Full time

Job summary

An established industry player is seeking an Advisor for Investment and Financing roles in the beautiful Chaudière-Appalaches region. This position emphasizes excellent customer service and the ability to craft tailored financial solutions for clients. You will be integral in managing relationships and staying updated on market trends. With a competitive salary, annual bonuses, and a commitment to diversity and inclusion, this opportunity offers a supportive environment for your professional growth. Join a team that values equity and provides training aligned with your career goals.

Benefits

Flexible vacation

Defined benefit pension plan

Group insurance including telemedicine

Reimbursement of health and wellness expenses

Telework equipment reimbursement

Qualifications

• Strong customer service skills to meet member needs.
• Ability to develop and offer tailored financial solutions.

Responsibilities

• Attend to investment and financing needs ensuring quality service.
• Develop strategies for investment, financing, and insurance products.

Skills

Customer Service

Investment Strategies

Financial Solutions

Market Trends Analysis

Education

Bachelor's Degree in Finance

Certification in Financial Planning

Job description

Many opportunities are currently available in the Chaudière-Appalaches region.

Position: Advisor, Investment and Financing

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. 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
• Four 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 to see your future colleagues in action? Click here

Additional Information

#LI-Hybrid

#MVT4

At Desjardins, we believe in equity, diversity, and inclusion. We are committed to welcoming, respecting, and valuing individuals 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. 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 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)