Advisor, Investment and Financing

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

Job summary

Join a forward-thinking financial services organization as an Investment and Financing Advisor. In this hybrid role, you will engage with members to understand their financial needs and provide tailored solutions. With a commitment to excellent customer service, you will develop strategies for investments and financing while managing business relationships. Enjoy a supportive work environment that values diversity and inclusion, along with competitive benefits such as a defined benefit pension plan and flexible vacation. This is a fantastic opportunity to advance your career in the financial sector while making a positive impact on clients' financial health.

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

• Experience in customer service and financial solutions is essential.
• Training opportunities available for career development.

Responsibilities

• Attend to members’ investment and financing needs with quality service.
• Develop strategies for investment, financing, and insurance products.

Skills

Customer Service

Financial Solutions

Investment Strategies

Business Relationship Management

Education

Experience in Financial Services

Training from Desjardins Cooperative Institute

Job description

Advisor, Investment and Financing

The work arrangement for the position is hybrid.

Locations: Montréal

Time type: Full time

Posted on: Posted 2 Days Ago

Job requisition id: R2500857

Many opportunities are currently available in the greater Montreal area.

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 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*

1. Competitive salary and annual bonus.
2. 4 weeks of flexible vacation starting in the first year.
3. Defined benefit pension plan that provides predictable, stable income throughout retirement.
4. Group insurance including telemedicine.
5. 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.

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)

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.