Advisor, Investment and Financing

Desjardins; Lévis; Vor Ort; CAD 50.000 - 70.000; Vollzeit

Benefits dieser Stelle

Competitive salary and annual bonus

4 weeks of flexible vacation

Defined benefit pension plan

Group insurance including telemedicine

Reimbursement of health and wellness expenses

Zusammenfassung

Desjardins is hiring an advisor in investment and financing in Lévis, Canada. This role emphasizes customer service excellence while providing tailored financial solutions to clients. You will develop investment strategies and manage client relationships to ensure satisfaction.

Qualifications include a college diploma in a related field and a minimum of two years of relevant experience. A valid driver's license is also required. The position offers competitive salary with benefits including vacation and a pension plan.

Qualifikationen

• Minimum of two years of relevant experience.
• Knowledge of French is required.
• Must have a valid driver's license and access to a vehicle.

Aufgaben

• Attend to members’ investment and financing needs while ensuring quality service.
• Develop strategies and offer investment, financing and insurance products.
• Manage business relationships and assess client satisfaction.

Kenntnisse

Customer service

Financial solutions

Business relationship management

Knowledge of financial products

Ausbildung

College diploma in a related field

Jobbeschreibung

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

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 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.

Benefits

• 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

Qualifications

Other combinations of qualifications and relevant experience may be considered.

• College diploma in a related field
• A minimum of two years of relevant experience
• Knowledge of French is required
• Must have a valid driver's license and access to a vehicle