Advisor, Investment and Financing

Desjardins; Saint-Apollinaire; On-site; CAD 60,000 - 80,000; Full time

Benefits offered by this job

Competitive salary and annual bonus

4 weeks of flexible vacation

Defined benefit pension plan

Group insurance including telemedicine

Reimbursement of health and wellness expenses

Job summary

Desjardins in Saint-Apollinaire, Quebec is seeking an Investment and Financing Advisor for a full-time on-site role. The candidate will optimize clients' financial health by attending to their needs and offering tailored solutions.

Offering a competitive salary, annual bonuses, and a defined benefit pension plan, this position also includes generous vacation and health benefits. Strong customer service skills and bilingualism in French are mandatory.

Qualifications

• A college diploma in a related field.
• Minimum two years of relevant experience.
• Must be bilingual; knowledge of French is required.
• Valid driver's license and access to a vehicle.

Responsibilities

• Attend to members' investment and financing needs.
• Develop strategies for investment and financing products.
• Manage business relationships and assess service quality.
• Stay updated on market trends and best practices.

Skills

Customer service excellence

Investment product knowledge

Financing strategies

Relationship management

Bilingual in French and English

Education

College diploma in a related field

Job description

Many opportunities are currently available in the Chaudière-Appalaches region. The work mode arrangement for the position is full-time on site.

Required

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.

What You Bring To The Table

• College diploma in a related field
• A minimum of two years of relevant experience
• Other combinations of qualifications and relevant experience may be considered
• Knowledge of French is required
• Must have a valid driver's license and access to a vehicle

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)