Advisor, Investment and Financing

Desjardins Group; Montreal; On-site; CAD 50,000 - 90,000; Full time

Job summary

Une entreprise innovante recherche des conseillers en investissement et financement pour optimiser la santé financière de ses membres. Ce rôle dynamique implique d'écouter attentivement les besoins des clients, de développer des stratégies personnalisées et de gérer des relations d'affaires tout en offrant un service de qualité. Avec un engagement envers l'équité et la diversité, cette position offre une occasion unique de croissance professionnelle dans un environnement inclusif. Si vous êtes passionné par le secteur des services financiers et souhaitez faire une différence, cette opportunité est faite pour vous.

Benefits

Salaire compétitif et prime annuelle

4 semaines de vacances flexibles

Régime de retraite à prestations définies

Assurance groupe incluant la télémédecine

Remboursement des frais de santé et de bien-être

Qualifications

• Engagement à fournir un service client exceptionnel.
• Capacité à développer des stratégies financières adaptées.

Responsibilities

• Répondre aux besoins d'investissement et de financement des membres.
• Gérer les relations d'affaires et évaluer la satisfaction des clients.

Skills

Service à la clientèle

Analyse financière

Développement de stratégies

Education

Formation en services financiers

Diplôme en affaires

Job description

Several opportunities are currently available in the greater Montérégie region.

As an advisor in 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. 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.

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)