Advisor, Investment and Financing

Desjardins; Saint-Constant; On-site; CAD 40,000 - 80,000; Full time

Job summary

An established industry player is seeking a dedicated Advisor for Investment and Financing in the vibrant Montérégie region. This entry-level role offers a unique opportunity to engage with clients, providing tailored financial solutions and exceptional service. You'll develop strategies for investment and financing, ensuring member satisfaction while staying informed on market trends. With a commitment to equity and diversity, this company fosters an inclusive environment where you can thrive. Enjoy competitive compensation, flexible vacation, and a defined benefit pension plan as you embark on your career in the financial services industry.

Benefits

4 weeks of flexible vacation

Defined benefit pension plan

Group insurance including telemedicine

Reimbursement of health and wellness expenses

Telework equipment reimbursement

Qualifications

• Experience in customer service and financial solutions.
• Ability to develop investment and financing strategies.

Responsibilities

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

Skills

Customer Service

Financial Solutions

Investment Strategies

Market Trends Awareness

Job description

Join to apply for the Advisor, Investment and Financing role at Desjardins.

Several opportunities are currently available in the greater Montérégie region.

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 to offer the highest quality financial solutions tailored to their needs. Your responsibilities include:

• 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 providing stable income throughout retirement
• Group insurance including telemedicine
• Reimbursement of health and wellness expenses and telework equipment

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) offers training for a career aligned with your skills, goals, and education.

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At Desjardins, we believe in equity, diversity, and inclusion. We’re committed to welcoming, respecting, and valuing individuals for who they are, learning from differences, embracing uniqueness, and providing a positive workplace for all. We have zero tolerance for discrimination. Our teams should reflect the diversity of the members, clients, and communities we serve.

If you need accommodations during the recruitment process or for the job, please let us know. We are happy to provide support at any stage.

Job Details

Job Family: Member/client sales and service (FG)

Seniority level

• Entry level

Employment type

• Full-time

Job function

• Finance and Sales

Industries

• Banking