Advisor, Investment and Financing

Desjardins Group; Mont-Carmel; On-site; CAD 50,000 - 70,000; Full time

Job summary

A leading financial institution in Mont-Carmel is seeking an Advisor in Investment and Financing to provide tailored financial solutions and exceptional customer service. The role involves developing investment strategies, managing client relationships, and ensuring satisfaction. Ideal candidates will possess strong communication skills and a commitment to customer care. The organization offers competitive salary, flexible vacation, pension plan, and comprehensive health benefits, supporting a diverse and inclusive work environment.

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

• Strong customer service skills to address diverse client needs.
• Ability to develop financial strategies tailored to clients.
• Up-to-date knowledge of market trends and financial services.

Responsibilities

• 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.

Job description

? Several opportunities are currently available in the Mauricie 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
• 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

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.

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)