Advisor, Investment and financing

Relevance; Rimouski, Saint-Pascal, Matane, Mont-Joli; In loco; CAD 65.000 - 90.000; Tempo pieno

Vantaggi offerti da questo lavoro

Annual bonus

4 weeks vacation

Defined benefit pension

Group insurance including telemedicine

Telework equipment reimbursement

Descrizione del lavoro

Desjardins Cooperative Institute (DCI) – Bas-Saint-Laurent region is seeking an investment and financing advisor for full-time on-site roles in Rimouski. You will listen to members and clients to tailor financial health solutions, provide investment, financing and insurance options, and manage client relationships to improve service quality.

The position offers competitive salary with annual bonus, generous vacation, a defined benefit pension, group insurance including telemedicine, and telework

Competenze

• Attentive to what members and clients are saying to better understand and address each specific situation.
• Commitment to providing excellent customer service and financial solutions tailored to needs.
• Stay up-to-date on the financial services industry, market trends and best practices.

Mansioni

• Attend to members’ investment and financing needs while ensuring quality service.
• Develop strategies and offer investment, financing and insurance products.
• Manage business relationships, assess member/client satisfaction and service quality, follow up and identify areas for improvement.
• Stay up-to-date on the financial services industry, market trends and best practices.

Descrizione del lavoro

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

Several opportunities are currently available in the Bas-St-Laurent region.

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 so as to offer the highest quality financial solutions tailored to their needs. More specifically, you will be required to:

• Attend to members’ investment and financing needs while ensuring quality service
• Developing strategies and offering investment, financing and insurance products.
• Manage business relationships, assess member/client satisfaction and service quality, follow up and identify areas for improvement
• 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

The Desjardins Cooperative Institute (DCI) — provides a unique opportunity to receive training for a career suited to your skills, goals and education.

Equity, Diversity, Inclusion and Accessibility

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)