Advisor, Investment and financing

Desjardins; Matane; On-site; CAD 55,000 - 85,000; Full time

Benefits offered by this job

Competitive salary and annual bonus

4 weeks of flexible vacation starting

Defined benefit pension plan

Group insurance including telemedicine

Reimbursement of health and wellness 0

Telework equipment reimbursement

Benefits apply based on eligibility

Job summary

Desjardins is hiring an investment and financing advisor to attentively respond to members and clients, optimizing financial health through tailored solutions. The role emphasizes service excellence, relationship management, and staying current with market trends, within a full-time on-site setting.

It offers a competitive salary with annual bonus, four weeks of flexible vacation, a defined benefit pension, group insurance with telemedicine, and wellness expense reimbursements, with

Qualifications

• Desjardins Cooperative Institute (DCI) training program to prepare for a financial advisory career.

Responsibilities

• Attend to members’ investment and financing needs while ensuring quality service.
• Develop 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.

Job description

The work mode arrangement for the position is full-time on site.

Several opportunities are currently available in the Bas-St-Laurent region.

Required

As an investment and financing advisor, 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
• 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

The Desjardins Cooperative Institute (DCI)-provides a unique opportunity to receive training for a career suited to your skills, goals and education.

Equity, Diversity, Inclusion and Accessibility

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)