Advisor, Investment and Financing

Desjardins Group; Laurentides; On-site; CAD 80,000 - 100,000; Full time

Job summary

A financial services organization in Quebec's Laurentides region seeks professionals to support clients' financial well-being. Responsibilities include addressing investment and financing needs, developing tailored financial solutions, and managing client relationships. Ideal candidates will have a passion for customer service and a commitment to continuous learning. The role offers competitive salary, bonus, and comprehensive benefits including a pension plan and flexible vacation. Join a diverse and inclusive workplace dedicated to mutual respect and support.

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

• Attentive to member and client needs in financial services.
• Ability to manage business relationships effectively.
• Stay informed on market trends and financial best practices.

Responsibilities

• Attend to members’ investment and financing needs while ensuring service quality.
• Develop strategies and offer investment, financing and insurance products.
• Assess member/client satisfaction and identify areas for improvement.

Skills

Customer service

Financial solutions expertise

Investment strategy development

Relationship management

Job description

Several opportunities are currently available in the Laurentides region.?

As a financial services professional, you're attentive to the needs of our members and clients. You look for ways to support their financial well‑being in every situation. You provide excellent customer service and high‑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

No matter what your career path or formal training may be, if you've always wanted to work in the financial sector, now is the time to apply! Our recruiters will be in touch to identify the best opportunity for you that meets your career goals. Desjardins has a training institute (DCI) that offers you a unique opportunity to get the training you need to pursue a career that's the perfect fit for your skills, goals and education.

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)