Advisor, Investment and Financing

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

Job summary

Une entreprise innovante recherche un conseiller en investissement et financement pour rejoindre son équipe dynamique. Dans ce rôle, vous serez au cœur de l'expérience client, en offrant des solutions financières personnalisées qui répondent aux besoins uniques de chaque membre. Vous aurez l'opportunité de développer des stratégies d'investissement et de financement tout en assurant un service de qualité. Ce poste offre un environnement de travail inclusif et diversifié, où chaque voix est entendue et valorisée. Si vous aspirez à faire une différence dans le secteur des services financiers, cette opportunité est faite pour vous.

Benefits

Salaire compétitif et prime annuelle

4 semaines de vacances flexibles

Régime de pension à prestations déterminées

Assurance groupe incluant la télémédecine

Remboursement des dépenses de santé et de bien-être

Qualifications

• Compétences en service à la clientèle pour optimiser la santé financière des membres.
• Capacité à développer des stratégies d'investissement et de financement.

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

Stratégies d'investissement

Gestion des relations d'affaires

Connaissance des tendances du marché

Job description

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

Several opportunities are currently available in the beautiful greater Capitale-Nationale region.

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 so as 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. 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.

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)