Advisor, Investment and Financing

Desjardins; Saint-Donat; On-site; CAD 55,000 - 75,000; 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 is looking for a full-time advisor in Saint-Donat, Quebec. This role involves assisting members with their investment and financing needs while ensuring high-quality service. The advisor will develop strategies for investment and insurance products, manage business relationships, and stay informed about market trends. Desjardins offers a competitive salary, flexible vacations, and a defined benefit pension plan. They value diversity and provide an inclusive workplace.

Qualifications

• Strong commitment to customer service and member/client satisfaction.
• Ability to stay updated on financial services industry and market trends.
• Experience in developing investment and financing strategies.

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 satisfaction and improve service quality.
• Stay up-to-date on financial services industry and best practices.

Job description

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

Many opportunities are currently available in the Lanaudière 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.

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

Benefits

• 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)

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)