Advisor, Investment and financing

Desjardins; Saguenay; On-site; CAD 45,000 - 75,000; Full time

Job summary

An established industry player is seeking an investment and financing advisor to enhance clients' financial health through tailored solutions. This role emphasizes exceptional customer service, developing investment strategies, and managing relationships to ensure satisfaction. The company values equity, diversity, and inclusion, offering a supportive environment for all team members. With flexible vacation, a defined benefit pension plan, and comprehensive health benefits, this position is ideal for those looking to grow in the financial services sector. Join a team committed to making a positive impact in the community.

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

• Excellent customer service skills with a focus on financial solutions.
• Ability to develop investment and financing strategies.

Responsibilities

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

Skills

Customer Service

Financial Solutions

Investment Strategies

Relationship Management

Education

Training in Financial Services

Job description

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. More specifically, you will be required to:

• 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 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. 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)

Seniority level:

Entry level

Employment type:

Full-time

Job function:

Finance and Sales

Industries:

Banking