Advisor, Investment and financing

Desjardins; Normandin; On-site; CAD 45,000 - 55,000; Full time

Job summary

Desjardins is seeking an Advisor for Investment and Financing to provide tailored financial solutions. This full-time on-site role focuses on customer service and developing investment strategies. Join a diverse team committed to equity and inclusion.

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

• Attending to members’ investment and financing needs.
• Developing strategies for investment and financing products.

Responsibilities

• Managing business relationships and assessing client satisfaction.
• Staying updated on financial services industry trends.

Skills

Customer Service

Financial Solutions

Investment Strategies

Job description

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

The work mode arrangement for the position is full-time on-site.

Several opportunities are currently available in the Saguenay-Lac-Saint-Jean region.

Required

As an investment and financing advisor, 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. Your responsibilities will include:

1. Attending to members’ investment and financing needs while ensuring quality service.
2. Developing strategies and offering investment, financing, and insurance products.
3. Managing business relationships, assessing member/client satisfaction and service quality, following up, and identifying areas for improvement.
4. Staying 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 providing 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) offers a unique opportunity to receive training for a career aligned with your skills, goals, and education.

Curious about this profession? Click here (only available in French)

At Desjardins, we believe in equity, diversity, and inclusion. We’re committed to welcoming, respecting, and valuing individuals for who they are, learning from their differences, embracing their uniqueness, and providing a positive workplace for all. We have zero tolerance for discrimination of any kind and aim for our teams to reflect the diversity of the members, clients, and communities we serve.

If there’s anything we can do to make the recruitment process or the job application more accessible, please let us know. We can provide accommodations at any stage in the recruitment process. Just ask!

Job Family

Member/client sales and service (FG)

Seniority level

Entry level

Employment type

Full-time

Job function

Finance and Sales

Industries

Banking