Advisor, Investment and Financing

Desjardins Group; Saint-André-Avellin; Hybrid; CAD 60,000 - 80,000; Full time

Job summary

A leading financial services firm in Canada is seeking an investment and financing advisor to optimize the financial health of members and clients. This role involves developing tailored financial solutions, managing client relationships, and maintaining knowledge of industry trends. The ideal candidate should have excellent customer service skills and a passion for the financial services sector. Competitive salary, bonus, and benefits included.

Benefits

Competitive salary and annual bonus

4 weeks of flexible vacation

Defined benefit pension plan

Group insurance including telemedicine

Health and wellness reimbursement

Qualifications

• Strong understanding of investment and financing products.
• Ability to develop strategies for financial solutions.
• Experience in assessing client satisfaction and service quality.

Responsibilities

• Attend to members’ investment and financing needs.
• Manage business relationships and follow up on client satisfaction.
• Stay updated on financial services industry trends.

Skills

Excellent customer service

Investment and financing knowledge

Business relationship management

Analytical skills

Job description

Many opportunities are currently available in the greater Outaouais area.

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:

• 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.

#LI-Hybrid

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)