Advisor, Investment and Financing

Desjardins; Marieville; On-site; CAD 50,000 - 75,000; Full time

Job summary

Desjardins is offering an advisor position focused on investment and financing within the Montérégie region. The role emphasizes excellent customer service, tailored financial solutions, and involves relationship management. Applicants will receive training tailored to their skills and career goals, promoting growth within the financial services industry.

Benefits

4 weeks of flexible vacation

Defined benefit pension plan

Group insurance including telemedicine

Reimbursement of health and wellness expenses

Qualifications

• Willingness to learn and adapt in the financial services industry.
• Experience or education in finance is a plus.
• Strong communication and relationship management skills.

Responsibilities

• 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 member/client satisfaction.

Skills

Customer service

Investment knowledge

Financial solutions development

Education

Relevant finance training

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.

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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 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)