Advisor, Investment and Financing

Desjardins; Mont-Saint-Hilaire; On-site; CAD 40,000 - 60,000; Full time

Job summary

A leading banking organization is looking for an Advisor in Investment and Financing to attend to members’ needs and develop financial strategies. This full-time entry-level position in the Montérégie region offers a competitive salary, flexible vacation, and training opportunities for career growth.

Benefits

Competitive salary and annual bonus

4 weeks of flexible vacation

Defined benefit pension plan

Group insurance including telemedicine

Reimbursement for health and wellness expenses and telework equipment

Qualifications

• Open to applicants regardless of experience or education.
• Desjardins Cooperative Institute offers training opportunities.

Responsibilities

• Attend to members’ investment and financing needs with quality service.
• Develop strategies for investment, financing, and insurance products.
• Manage business relationships and assess member/client satisfaction.

Job description

Join to apply for the Advisor, Investment and Financing role at Desjardins.

Several opportunities are currently available in the greater Montérégie region.

Responsibilities include:

• Attending to members’ investment and financing needs while ensuring quality service
• Developing strategies and offering investment, financing, and insurance products
• Managing business relationships, assessing member/client satisfaction, following up, and identifying areas for improvement
• Staying up-to-date on industry trends and best practices

What we offer:

• Competitive salary and annual bonus
• 4 weeks of flexible vacation from the first year
• Defined benefit pension plan
• Group insurance including telemedicine
• Reimbursement for health and wellness expenses and telework equipment

What you bring:

We welcome applicants regardless of experience or education, especially those interested in a career in financial services. Our recruiters will help find the best fit for your skills and goals. The Desjardins Cooperative Institute offers training opportunities.

At Desjardins, we value equity, diversity, and inclusion. We are committed to creating a respectful and welcoming environment for all.

Job details:

• Family: Member/client sales and service (FG)
• Seniority level: Entry level
• Employment type: Full-time
• Industry: Banking

This job posting is active and not expired.