Advisor, Investment and financing

Desjardins; Saint-Anaclet-de-Lessard; On-site; CAD 55,000 - 90,000; Full time

Benefits offered by this job

Annual bonus

4 weeks vacation

Pension plan

Group insurance

Telework equipment

Job summary

Desjardins in Bas-Saint-Laurent is seeking an Investment and Financing Advisor on a full-time, on-site basis. You will attentively address members' financial needs and deliver tailored investment, financing, and insurance solutions.

You will build strong client relationships, monitor satisfaction, and stay current with market trends while benefiting from training opportunities through the Desjardins Cooperative Institute.

Qualifications

• Attend to members’ investment and financing needs while ensuring quality service.
• Develop strategies and offer investment, financing, and insurance products.
• Stay up-to-date on the financial services industry, market trends, and best practices in your field.

Responsibilities

• 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.

Skills

Customer service

Investment knowledge

Sales skills

Relationship building

Job description

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

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

Responsibilities

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.

• 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. 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)