Advisor, Investment and Financing

Desjardins; Notre-Dame-du-Bon-Conseil (paroisse); On-site; CAD 40,000 - 80,000; Full time

Job summary

An established industry player is seeking dedicated advisors in the financial services sector. This role emphasizes exceptional customer service and the ability to tailor financial solutions to meet client needs. The company offers a supportive environment with training opportunities to align your career goals with the industry. With a commitment to diversity and inclusion, this organization values each individual’s unique contributions. If you are passionate about helping others improve their financial health, this could be the perfect opportunity for you.

Benefits

Competitive salary

Annual bonus

4 weeks of flexible vacation

Defined benefit pension plan

Group insurance including telemedicine

Reimbursement of health and wellness expenses

Telework equipment reimbursement

Qualifications

• Strong commitment to customer service and financial solutions.
• Willingness to learn and adapt in the financial services industry.

Responsibilities

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

Skills

Customer Service

Investment Strategies

Financial Solutions

Market Trends Awareness

Education

Degree in Finance or related field

Training from Desjardins Cooperative Institute

Job description

Several opportunities are currently available in the Centre-du-Québec region.

Required

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. 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 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.

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Our commitment to diversity

At Desjardins, we believe in equity, diversity, and inclusion. We’re committed to welcoming, respecting, and valuing people 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. Our teams should 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 more accessible, please let us know. We can provide accommodations at any stage in the process — just ask!

Job Family

Member/client sales and service (FG)