Advisor, investment and financing

Desjardins Group; Mistissini; Hybrid; CAD 50,000 - 90,000; Full time

Job summary

An established industry player is seeking dedicated advisors in investment and financing to enhance the financial health of members and clients. This role emphasizes excellent customer service and tailored financial solutions, making a significant impact on clients' lives. With opportunities for training and development, you will be part of a team that values diversity and inclusion while staying informed on market trends. Join a forward-thinking organization that prioritizes your growth and well-being through competitive salaries, flexible vacation, and comprehensive benefits.

Benefits

4 weeks of flexible vacation

Defined benefit pension plan

Group insurance including telemedicine

Reimbursement of health and wellness expenses

Telework equipment reimbursement

Qualifications

• Experience in financial services is a plus but not mandatory.
• Willingness to learn and adapt in a dynamic environment.

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 Focus

Communication

Interpersonal Skills

Action Oriented

Innovation

Job description

Several opportunities are currently available in the Abitibi-Témiscamingue 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:

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.

Action oriented, Collaborates, Communicates effectively, Customer Focus, Innovation, Interpersonal Savvy

#LI-Hybrid

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. 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)